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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-04-01 |
| FL | RA | APPROVED | 2009-10-30 |
Branch Locations
2395 North Courtenay Pkwy Suite 201, Merritt Island, FL 32953 • United States
2395 North Courtenay Pkwy Suite 201, Merritt Island, FL 32953 • United States
3 disclosure categories 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 Financial Services | Merritt Island | FL | 02/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Merritt Island | FL | 02/2003 | Present |
| Crossley Shear Inc | Merritt Island | FL | 05/2011 | Present |
(1)Name of Business: 321 Empowerment Inc. Address: 3865 N Wickham Rd, melbourne, FL, 32935, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 03/02/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: At 321Empowerment Youth Organization, we strive to inspire, educate, and empower 9th through 12th grade males. i am currently on the budgeting committee. (2)Name of Business: Crossley Shear Inc Address: 2395 N Courtenay Pkwy Ste 201, Merritt Island, FL, 32953, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/25/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: President (3)Name of Business: Crossley Shear, Inc Address: 2395 N Courtenay Pkwy Ste 201, Merritt Island, FL, 32953, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/20/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: VP of Crossley Shear Inc. (4)Name of Business: preeclampsia foundation Address: 451 carmine dr, cocoa beach, FL, 32931, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 12/29/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: help review IPS, portfolio, and reviews
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
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