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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2009-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Manasquan | NJ | 06/2009 | Present |
| Danskin Agency | Wall | NJ | 09/1997 | Present |
| Raymond James Financial Services Advisors, Inc. | Manasquan | NJ | 06/2009 | Present |
| Century 21 Danskin Realty | Wall | NJ | 06/2001 | Present |
(1)Name of Business: Address: 200 Atlantic Avenue, Manasquan, NJ, 08736, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/25/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Life Products (2)Name of Business: . BCGM Development LLC Address: 2420 Arthur Kill Road, Staten Island, NY, 10309, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 07/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a passive investor in a Shopping Center with other 4 partners. (3)Name of Business: Lifepath Financial Services LLC Address: 200 Atlantic Ave, Manasquan, NJ, 08736-1352, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I own and operate this LLC for my Raymond James Branch 55R (4)Name of Business: no Address: 33 Heritage Drive, Howell, NJ, 07731, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/07/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: independent sales agent selling life & Disability insurance (5)Name of Business: Red Rose Bakery LLC Address: 1843 Hooper Ave, Toms River, NJ, 08753, United States Activity Type: Business Owner Position/Title: Other, Partner Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is looking to buy 25% of a bakery along with a client/friend also buying 25% of the business entity. (6)Name of Business: UNUM Group Disability Address: 200 Atlantic Ave Mallard Park Professional Bldg, Manasquan, NJ, 08736, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/14/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Providing Short & Long Term Group Disability Insurance to clients and Prospects..
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-17 |
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