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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-25 |
| FL | RA | APPROVED | 2022-03-24 |
Branch Locations
13707 N Us Hwy 441, Lady Lake, FL 32159 • United States
2001 Sw 17Th St, Ocala, FL 34471 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Ocala | FL | 02/2013 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Ocala | FL | 03/2022 | Present |
JP LEWIS PROPERTIES LLC, INV RELATED, OCALA, FL, 50% OWNERSHIP, START 2/19/2015, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL REAL ESTATE. OCALA BUSINESS LEADERS, NOT INV RELATED, OCALA, FL, MEMBERSHIP COMMITTEE MEMBER, START 1/1/2022, 7 HOURS PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING MEMBERSHIP FOR BUSINESS NETWORKING. COMMERCIAL RENTAL PROPERTY (3), INV RELATED, OCALA, FL, 50% OWNERSHIP, START 2/19/2015, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. CENTRAL FLORIDA COLLEGE FOUNDATION BOARD, INVT RELATED, OCALA, FL, INVESTMENT COMMITTEE, START DATE 2/7/2023, 0.5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING THE PERFORMANCE OF THE INVESTMENTS AND THE ASSET ALLOCATION OF INVESTMENTS OF THE FOUNDATION FOR THE COLLEGE. | CENTRAL FLORIDA COLLEGE FOUNDATOIN; NOT INV RELATED; OCALA, FL; INVESTMENT COMMITTEE MEMBER; 01/2025; 1 HOUR PER MONTH; 0 DURING TRADING; CHANGE LIVES THROUGH EDUCATION |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-28 |
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