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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-28 |
| KY | RA | APPROVED | 2024-09-30 |
Branch Locations
4969 Us Hwy 42 Suite 1600, Louisville, KY 40222 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 09/1996 | 09/2024 |
| Bank Of America,Na | Louisville | KY | 11/2009 | 09/2024 |
| Raymond James & Associates, Inc | Louisville | KY | 09/2024 | Present |
(1)Name of Business: Bellin Properties LLC Address: 5111 Glen Cove Road, La Grange, KY, 40031, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I own and manage a beach rental property in South Carolina.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-18 |
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