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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-13 |
| FL | RA | APPROVED | 1999-09-20 |
Branch Locations
2101 S E Highway 19, Crystal River, FL 34429 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Crystal River | FL | 07/1999 | Present |
(1)Name of Business: JAKA Property Holdings Address: 937 SW KIngs Bay Dr, Crystal River, FL, 34429, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 02/26/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Residential property rentals. (2)Name of Business: Morton Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 03/01/2025 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: I am the lender of a loan to my close cousin. The purpose of teh loan is for her to buy 50% of a rental real estate business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-05 |
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