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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-12 |
| FL | RA | APPROVED | 2009-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | The Villages | FL | 12/2006 | Present |
| Raymond James Financial Services Advisors Inc. | The Villages | FL | 08/2009 | Present |
| Independent Financial Partners | The Villages | FL | 03/2010 | 01/2022 |
(1)Name of Business: Education for Life Address: 1701 E.Silver Springs Blvd, Ocala, FL, 34474, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 07/28/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Discuss Building Maintenance, Building Security, Upcoming Activities, Events, Signage, Staffing, etc. (2)Name of Business: Macro LLC Address: 4048 Wedgewood Ln, The Villages, FL, 32162, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner in Ownership of Property rented to IFP (Independent Financial Partners). (3)Name of Business: Reveille Wealth Management Address: 4048 Wedgewood Ln, The Villages, FL, 32162-9322, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Affiliated Independent Practice operating under the Reveille Name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-29 |
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