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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2021-01-12 |
| OH | RA | APPROVED | 2019-04-17 |
Branch Locations
1200 Michigan Ave Suite A, Waterville, OH 43566 • United States
Clearwater Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Waterville | OH | 04/2019 | Present |
| Raymond James Financial Services Avisors | Waterville | OH | 04/2019 | Present |
| Edward D. Jones & Co., L.P. | Waterville | OH | 12/1996 | 04/2019 |
(1)Name of Business: Guess We're Doing This, LLC Address: 1102 N Willow Ave , Tampa , FL, 33607, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/14/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rehab home (2)Name of Business: Parsons Wealth Partners Address: 1200 Michigan Ave Ste A, Waterville, OH, 43566, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/17/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: oversee asset management (3)Name of Business: Up 2 Him Address: 1200 Michigan Ave, Suite G , Waterville, OH, 43566, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/23/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: oversee management of the property (4)Name of Business: Up 2 Him II Address: 1200 Michigan Ave, Suite G , Waterville, OH, 43566, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/18/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: oversee rental issues (5)Name of Business: Up 2 Him III Address: 1200 Michigan Suite G, Waterville, OH, 43566, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/16/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: oversee rental obligations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
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