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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-11 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St. Petersburg | FL | 05/2007 | Present |
(1)Name of Business: Address: 8563 Tidal Bay Lane, Tampa, Florida, 33635, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 08/13/2021 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 completed the book and for sale on Amazon. (2)Name of Business: Summitforge Strategies LLC Address: 8563 Tidal Bay Lane, Tampa, FL, 33635, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2026 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 provide consulting services to businesses focused exclusively on process improvement, workflow automation and artificial intelligence solutions. Services include integrating technology (such as connecting CRMs to productivity tools), designing automated dashboards or leaderboards, deploying AI-powered tools and agents, and advising leadership teams on management training and operational efficiency. All services are strictly related to operations and technology, with zero securities matters. (3)Name of Business: The Golf Schoppe LLC Address: 8563 Tidal bay Lane, Tampa, FL, 33635, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities include running the business, managing the website content and social media. This includes creating content for those who like golf, looking to build indoor golf simulators, or reviewing products on Amazon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-01 |
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