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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-15 |
| FL | RA | APPROVED | 2020-05-29 |
Branch Locations
200 Central Avenue Suite 270, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St Petersburg | FL | 05/1997 | 05/2020 |
| Bank Of America, N.A. | St Petersburg | FL | 12/2009 | 05/2020 |
| Raymond James & Associates, Inc | St Petersburg | FL | 05/2020 | Present |
(1)Name of Business: Trillium Real Estate Holdings Address: 1161 Red Maple Cir NE, St Petersburg, FL, 33703, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/05/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate Investment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-23 |
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