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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-12-10 |
| FL | RA | APPROVED | 2013-11-18 |
Branch Locations
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Ponte Vedra Beach | FL | 11/2013 | Present |
| The Gate Corporation | Ponte Vedra Beach | FL | 09/2015 | Present |
(1)Name of Business: CTAP LLC Address: 684 Ponte Vedra Blvd, Ponte Vedra Beach, FL, 32082, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/12/2014 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 limited partner and my siblings manage the relationships and handle all administration (2)Name of Business: CTAP, LLC Address: Ponte Vedra Blvd, Ponte Vedra Beach, FL, 32082, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/13/2014 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 limited partner in a partnership with siblings who own commercial real estate. (3)Name of Business: The Gate Corporation Address: 200 Ponte Vedra Blvd, Ponte Vedra Beach, FL, 32082, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 03/19/2018 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 will teach yoga to club members
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-02 |
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