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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-19 |
| FL | RA | APPROVED | 2013-07-26 |
Branch Locations
420-A Osceola Avenue, Jacksonville, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Jacksonville Beach | FL | 07/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Jacksonville Beach | FL | 07/2013 | Present |
| Alg Law Firm | Jacksonville | FL | 01/2017 | 04/2017 |
(1)Name of Business: Castlekeep Farm Address: 11606 Innfields Drive, Odessa, FL, 33556, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/31/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Castlekeep Farm -- 11606 Infields Drive. Owner of horse boarding stable. My adult son is managing the farm now (collecting rents, cleaning the stalls, etc.). (2)Name of Business: Susan L Hartman, PLLC Address: 420 Osceola Avenue - Suite B, Jacksonville Beach, FL, 32250, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/10/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Transactional consulting and drafting of basic estate planning and family law documents, probate and family law. Working with clients to identify appropriate asset protection strategies, including business entity selection, home ownership, divorce support, litigation support, etc. (3)Name of Business: Susan L Hartman, PLLC Address: 130 37th Avenue South, Jacksonville Beach, FL, 32250, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 07/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-29 |
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