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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-07-29
FL RA APPROVED 2007-09-25
  • TX RA
    APPROVED_RES
    Since 2011-07-29
  • FL RA
    APPROVED
    Since 2007-09-25

Branch Locations

1314 East Venice Ave Suite A, Venice, FL 34285 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Englewood United Methodist Church Englewood FL 07/2017 10/2019
Raymond James & Associates Englewood FL 09/2007 Present
  • 07/2017 → 10/2019
    Englewood United Methodist Church
    Englewood, FL
  • 09/2007 → Present
    Raymond James & Associates
    Englewood, FL
Previous Registrations
  • 2001-03-20 → 2007-09-26
    A. G. Edwards & Sons, Inc.
    Englewood, FL
    Englewood, FL
Other Businesses

(1)Name of Business: HT Central LLC Address: 101 Sunset Drive, Sarasota, FL, 34236, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor (2)Name of Business: Korszen Address: 101 Sunset Dr Apt 401, Sarasota, FL, 34236 , United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/17/1999 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am Co-Trustee of my wife's trust. (3)Name of Business: Strike Properties LLC Address: 101 Sunset Dr Apt 401, Sarasota, FL, 34236, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a Co-Trustee of Dorothy Korszen Trust, which owns 50% of this LLC, which owns 1 rental property and one vacant commercial lot. I provide clerical function of depositing rental checks in the Strike Properties account. (4)Name of Business: Strike Properties LLC Address: 101 Sunset Dr Apt 401, Sarasota, FL, 34236, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Clerical duties to collect rent checks and pay operating expenses. (5)Name of Business: Strike SRQ, LLC Address: 101 Sunset Dr. Apt 401, Sarasota, FL, 34236, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/06/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selecting income producing properties in Sarasota to purchase minority shares.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-27
S63 Uniform Securities Agent State Law Examination 2001-04-12
  • S66 Uniform Combined State Law Examination
    2006-09-27
  • S63 Uniform Securities Agent State Law Examination
    2001-04-12
Other Names
  • Bogie Korszen

View on SEC IAPD

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