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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-03-12
FL RA APPROVED 2009-08-03
  • TX RA
    APPROVED_RES
    Since 2014-03-12
  • FL RA
    APPROVED
    Since 2009-08-03

Branch Locations

The Villages, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-29
  • S66 Uniform Combined State Law Examination
    2000-12-29

View on SEC IAPD

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