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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-04-28 |
Branch Locations
5975 Sunset Drive Suite 605, South Miami, FL 33143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Coral Gables | FL | 02/2012 | 05/2018 |
| Mml Investors Services | Coral Gables | FL | 03/2012 | 05/2018 |
| Raymond James Financial Services, Inc. | South Miami | FL | 05/2018 | Present |
| Raymond James Financial Services Advisors Inc. | South Miami | FL | 05/2019 | Present |
| Ewe & Me, Llc | South Miami | FL | 07/2019 | Present |
| The 401(K) Lab | South Miami | FL | 02/2012 | Present |
(1) Name of Business: Alonso Address: 5809 SW 64 Place, South Miami, FL, 33143, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for account held at Raymond James 157D0559 (2) Name of Business: EWE & ME, LLC Address: 5975 Sunset Dr., Suite 605, South Miami, FL, 33143, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/15/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part Owner of the rental property (3) Name of Business: The 401(k) Lab Address: 5809 SW 64 place, south Miami, FL, 33143, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: company that i run payroll through
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-30 |
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