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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-09 |
| FL | RA | APPROVED | 2009-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Federal Financial Services Corporation | Lake City | FL | 01/1998 | Present |
| Raymond James Financial Services, Inc | Lake City | FL | 09/2000 | Present |
| Raymond James Financial Services Advisors, Inc | Lake City | FL | 01/2009 | Present |
(1)Name of Business: 4641 Properties, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/07/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain the property for business operations (2)Name of Business: Ichetucknee River Estates Homeowners Assoc., Inc Address: 213 SW Fantasia Way, Lake City, FL, 32024, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 11/30/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain records of income and expenses and provided reports to the Board. Maintain property keys for access to HOA parks. (3)Name of Business: Lucas Address: 213 SW Fantasia Way, Lake City, FL, 32024, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting), Health care POA (Acting) Investment Related: Yes Start Date: 06/30/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My sister, Cheri Lucas, has named me as her Durable Power of Attorney. My mother was serving in that capacity and is no longer able to serve. My sister has long term health issues. (4)Name of Business: Moses Wealth Advisors, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch. (5)Name of Business: Odom Moses & Company, LLP Address: 4641 W US Hwy 90, Lake City, FL, 32055, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: Yes Start Date: 01/22/1995 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Full responsibilities as a partner of the firm. (6)Name of Business: Tammy D. Hall, CPA PA Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/06/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the 100% owner and President of this PA that holds my partnership interest in my already declared OBA of Odom, Moses & Company CPA's.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-30 |
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