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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-14 |
Branch Locations
6034 West Courtyard Drive Suite 305, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Austin | TX | 03/2013 | 06/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2023 |
| Raymond James & Associates, Inc | Austin | TX | 05/2023 | Present |
(1)Name of Business: PD3 Holdings LLC Address: 5607 Courtyard Cove, Austin, TX, 78731, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/15/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No operational activity other than approving property management company new leases, or repairs required.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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