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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-26 |
| FL | RA | APPROVED | 2021-08-20 |
Branch Locations
Fort Myers, FL • United States
14541 Hope Center Loop, Suite 101, Fort Myers, FL 33912 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Myers | FL | 05/2006 | Present |
| Bank Of America,N.A. | Fort Myers | FL | 06/2011 | Present |
| Raymond James & Associates, Inc | Fort Myers | FL | 08/2021 | Present |
(1)Name of Business: Canterbury School Address: 8141 College Parkway, fort myers, FL, 33919, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 08/22/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Private school board related to educational activity. (2)Name of Business: PostLeague Address: 14579 Laguna Dr , Fort Myers , FL, 33908, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sports content related app
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-13 |
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