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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-12 |
| OH | RA | APPROVED | 2016-09-15 |
| TX | RA | APPROVED_RES | 2016-09-15 |
Branch Locations
2154 E. Main Street Suite # 201, Bexley, OH 43209 • United States
Anna Maria Island, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New Albany | OH | 04/2009 | 09/2016 |
| Raymond James & Associates, Inc. | Bexley | OH | 09/2016 | Present |
(1)Name of Business: 744 North Shore Road Address: 744 North Shore Road, Anna Maria Island, FL, 34216, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own a second home that we rent out from time to time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-12 |
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