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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-01-08 |
| TX | RA | APPROVED_RES | 2017-01-28 |
| IL | RA | APPROVED | 2016-11-10 |
Branch Locations
832 Lincoln Highway, Fairview Heights, IL 62208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2006 | 11/2016 |
| Raymond James Financial Services, Inc. | Fairview Heights | IL | 11/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Fairview Heights | IL | 11/2016 | Present |
(1)Name of Business: Belleville Public Schools District #118 Educational Foundation Address: 105 West A Street, Belleville, IL, 62220, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the board which will attend quarterly meetings and have voting ability addressing items to financially support the school district. (2)Name of Business: Caravia Financial Group Address: 832 Lincoln Highway, Fairview Heights, IL, 62208, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/07/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Proprietor/Owner (3)Name of Business: Caravia Holdings Group, Inc Address: 832 Lincoln Highway, Fairview Heights, IL, 62208, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/07/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: CVR Properties, LLC Address: 3233 Hawthorne Boulevard, Saint Louis, MO, 63104, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/08/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage profitability of STR (5)Name of Business: FACT Group, LLC Address: 3233 Hawthorne Boulevard, Saint Louis, MO, 63104, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/22/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Invest in residential real estate properties to improve and sell, or lease to occupants. (6)Name of Business: Phil Caravia Golf Address: 2732 McNair Avenue, Saint Louis, MO, 63118, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participate in golf tournaments to win prize money. Practice playing skill necessary to compete. (7)Name of Business: Violence Prevention Center of SW Illinois Address: 605 East Main Street, Belleville, IL, 62220, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 11/07/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Discuss/advise as a group to the board on financial related items of the non profit organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-23 |
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