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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-11 |
| FL | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED | 2019-02-13 |
Branch Locations
Marina Del Ray, CA • United States
1177 W Loop S Suite 1515, Houston, TX 77027 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Houston | TX | 02/2009 | 02/2019 |
| Raymond James Financial Services, Inc. | Houston | TX | 02/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 02/2019 | Present |
| L Squared Llc | Houston | TX | 12/2019 | Present |
| Centrix Wealth Partners | Houston | TX | 02/2019 | Present |
(1)Name of Business: Centrix Wealth Partners Address: 1177 West Loop S Ste 1515, Houston, TX, 77027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a partner/60% owner and a financial advisor (2)Name of Business: L Squared LLC Address: 1177 West Loop S Ste 1515, Houston, TX, 77027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Centrix Wealth Partners- founding partner and Centrix feeds my income into L Squared LLC. L squared doesn't have a website. I have no partners in L Squared (3)Name of Business: Seagull Diamonds and so forth llc Address: 4901 Gulf Shore Blvd. N, 1104, Naples , FL, 34103, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 11/18/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: It is my husband's diamond business to dispose of goods he maintained in the sale of his former business, Jonathan's Fine Jewelers. I am not actively involved in this business and Jon is the sole owner but I am listed as a member of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-04 |
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