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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-07 |
| FL | RA | APPROVED | 2018-01-22 |
Branch Locations
2401 West Bay Drive, Largo, FL 33770 • United States
Seminole, FL • 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 |
|---|---|---|---|---|
| Unemployed | Clearwater | FL | 06/2017 | 09/2017 |
| Alliance Commercial Group | Clearwater | FL | 05/2009 | 06/2017 |
| Raymond James & Associates | Clearwater | FL | 09/2017 | Present |
(1)Name of Business: Rodgers Family Address: 8675 Pelican Court, Seminole, FL, 33777, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 07/26/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Trustee/Successor Trustee. Named as Trustee (Successor) after death of Grantor/Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
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