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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-23 |
| CA | RA | APPROVED | 2019-08-22 |
Branch Locations
7735 Soquel Drive, Aptos, CA 95003 • United States
Aptos, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2002 | 08/2019 |
| Raymond James Financial Services, Inc. | Aptos | CA | 08/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Aptos | CA | 08/2019 | Present |
(1)Name of Business: Resurrection Properties Address: 232 4th Ave, Seward, AK, 99664, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/27/2007 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'm the member manager for this family LLC. I submit reports and pay the bills and help manage the maintenance, etc. (2)Name of Business: Serendipity Securities Address: 7735 Soquel Dr, Aptos, CA, 95003-3927, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - CEO, Officer - Secretary Investment Related: No Start Date: 08/22/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor and business duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-23 |
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