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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-14 |
| FL | RA | APPROVED | 2023-11-13 |
Branch Locations
14541 Hope Center Loop, Suite 101, Fort Myers, FL 33912 • 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 |
|---|---|---|---|---|
| Fifth Third Securities | Cape Coral | FL | 05/2015 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Ft. Myers | FL | 08/2021 | 11/2023 |
| Raymond James & Associates | Fort Myers | FL | 11/2023 | Present |
(1)Name of Business: Bay Capital Properties LLC Address: 4519 Coronado Parkway, Cape Coral, FL, 33904, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 11/14/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband is the joint owner, he takes care of the day to day operations. I take care of the paperwork such as preparing the leases/contracts. (2)Name of Business: Maverick Capital Properties LLC Address: 4519 Coronado Parkway, Cape Coral, FL, 33904, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 04/02/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband is the joint owner, he takes cares of the day to day operations. I take care of the paperwork such as preparing the leases/contracts. (3)Name of Business: Maverick Capital Properties LLC Address: 4519 Coronado Parkway, Cape Coral, FL, 33904, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 03/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband is the joint owner, he takes care of the day-to-day operations. I take care of the paperwork such as preparing the lease/contracts. (4)Name of Business: Maverick Capital Properties LLC Address: 4519 Coronado Parkway , Cape Coral, FL, 33904, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 09/16/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This was purchased as a possible seasonal rental. I will assist with any paperwork required in regards to the short term lease rental.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-11 |
| S66 | Uniform Combined State Law Examination | 2006-10-19 |
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