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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-18 |
| TX | RA | APPROVED_RES | 2013-03-19 |
| MI | RA | APPROVED | 2010-12-17 |
Branch Locations
272 W. Cortland Ave., Jackson, MI 49201 • United States
Cape Coral, FL • 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 |
|---|---|---|---|---|
| Raymond James & Associates | Cape Coral | FL | 10/2010 | Present |
| Weight Watchers | Jackson | MI | 03/2013 | Present |
| Optavia | Jackson | MI | 10/2019 | 11/2020 |
| Weight Watchers | Fort Myers | FL | 07/2021 | Present |
| Weight Watchers | Fort Myers | FL | 07/2021 | 01/2022 |
| Optavia | Cape Coral | FL | 03/2023 | 02/2025 |
(1)Name of Business: Life 2 Love Coaching Address: 3627 SE 21st Place, Cape Coral, FL, 33904, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/17/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Personal Coaching, life coach, relationship coachNO financial coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-01 |
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