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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-29 |
| FL | RA | APPROVED | 2009-05-06 |
Branch Locations
541 S. Orlando Avenue Suite 209, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Serivces, Inc. | Maitland | FL | 11/1999 | Present |
| Raymond James Financial Services Advisors, Inc. | Maitland | FL | 01/2009 | Present |
| N/A | Maitland | FL | 12/2008 | 10/2021 |
| Non-Variable Insurance | Orlando | FL | 06/1998 | 09/2019 |
(1)Name of Business: Orangewood Presbyterian Church and Acapulco Children's Home Address: 905 Lake Lily Dr. Apartment C321, Maitland , FL, 32751 , United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 05/08/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help determine operational financial needs and communicate to Church about those needs. Facilitate (no Control of finances) communications about remitting funds on a monthly Ad Hoc basis (2)Name of Business: Pascale Donna; Pascale IRA-4- Address: 905 Lake Lily Drive Apt C321, Maitland, FL, 32751, United States Activity Type: Control Person Position/Title: Other (Acting), Successor trustee (Acting), Executor (Acting) Investment Related: Yes Start Date: 07/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Donna passed away in 2023 and I have been acting in this capacity since that
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-02 |
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