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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED_RES | 2024-05-15 |
Branch Locations
100 Corridor Road Suite 101, Ponte Vedra, FL 32082 • 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 |
|---|---|---|---|---|
| Bb&T Securities, Llc | Ponte Vedra Beach | FL | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | St. Augustine | FL | 11/2019 | 05/2024 |
| Truist Advisory Services, Inc. | St. Augustine | FL | 02/2021 | 05/2024 |
| Raymond James Financial Services, Inc. | Ponte Vedra Beach | FL | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Ponte Vedra Beach | FL | 05/2024 | Present |
| The Horizon Group | Ponte Vedra Beach | FL | 05/2024 | Present |
| Pinnacle Bank | Ponte Vedra Beach | FL | 05/2024 | Present |
(1) Name of Business: Tres Torros Address: 5035 Big Oak Rd S, Saint Augustine, FL, 32095, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/29/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/3 shareholder (2) Name of Business: Turner-Sivley, LLC Address: 1942 Grove Bluff Circle W\n, Switzerland,, FL, 32259, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Matt and I own shares of private placements within the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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