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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-09 |
| FL | RA | APPROVED | 2022-05-09 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 01/2005 | 08/2021 |
| Bbva Securities Inc. | Jacksonville | FL | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2005 | 08/2021 |
| Bbva Wealth Solutions Inc. | Jacksonville | AL | 01/2017 | 08/2021 |
| Pnc Investments | Jacksonville | FL | 08/2021 | 05/2022 |
| Raymond James & Associates, Inc. | Jacksonville | FL | 05/2022 | Present |
(1)Name of Business: Address: 9037 Deercress Ct, Jacksonville, FL, 32256, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of the property.\nSingle family home used as rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-18 |
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