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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-28 |
| FL | RA | APPROVED | 2016-01-28 |
Branch Locations
28050 U.S. Highway 19 N. Suite 401, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clearwater | FL | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Clearwater | FL | 01/2016 | Present |
| Advanced Aesthetics, Llc | Savannah | GA | 11/2021 | 12/2021 |
(1) Name of Business: CN Wealth Management LLC dba Keybridge Wealth Management LLC Address: 28050 US Highway 19 N Ste 401, Clearwater, FL, 33761-2629, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/08/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: No Name Address: 1920 Argile Dr, Dunedin, FL, 34698, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 10/01/2021 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 partial owner with my husband and my son in a condo which we want to begin renting October 2021. We all bought this several years ago and our son has been living in it ever since. He has now bought a house and we want to rent the condo out. (3) Name of Business: Pinellas County Board of Elections Address: 1920 Pinehurst Rd, Dunedin, FL, 34698, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To assist voters at the polls as a precinct deputy signing people in and answering questions. Also there will be a training class I will attend. (4) Name of Business: Same Sun Financial, LLC Address: 2450 Sunset Point Road Ste C, Clearwater, FL, 33765, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/06/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is the LLC that will receive my earnings from Sherpa Wealth Partners LLC (5) Name of Business: Sherpa Wealth Partners Address: 2450 Sunset Point Road Ste C, Clearwater, FL, 33765, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/06/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the DBA the previously disclosed Sherpa Wealth Partners, LLC. My responsibilities are to run the business as well as give financial advice to my clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-04 |
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