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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
14541 Hope Center Loop, Suite 101, Fort Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Fort Myers | FL | 03/2025 | 09/2025 |
| Raymond James & Associates Inc. | Fort Myers | FL | 09/2025 | Present |
| The Monty Agency | Arcadia | FL | 03/2020 | 04/2025 |
| Ddpc | North Port | FL | 10/2023 | 12/2024 |
| Homeschool | Kailua Kona | HI | 08/2015 | 07/2019 |
| Homeschool | Arcadia | FL | 07/2019 | 04/2025 |
| Monstera / The Blue Room | Kamuela | HI | 08/2015 | 12/2019 |
The Monty Agency Independent Contractor- Proofreading and editing legal transcripts Work from home-1635 SW Rodgers Ave. Arcadia Fl. 34266 Paid per page of editing 11-20 hours per month Began 3/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-19 |
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