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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-01-26
FL RA APPROVED 2009-03-26
  • TX RA
    APPROVED_RES
    Since 2016-01-26
  • FL RA
    APPROVED
    Since 2009-03-26

Branch Locations

12400 South Shore Blvd., Wellington, FL 33414 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Wellington FL 09/1997 Present
Clever Girl Concepts, Llc Wellington FL 04/2010 12/2019
Raymond James Financial Services Advisors, Inc Wellington FL 01/2009 Present
Other Businesses

(1)Name of Business: Boynton Family Farms, LLC Address: 1776 Arabian Drive, Loxahatchee, FL, 33470, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/08/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Cattle Ranch and Tree Farm (2)Name of Business: Boynton Financial Group, Inc. Address: 12400-B South Shore Blvd., Wellington, FL, 33414, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company (3)Name of Business: Jones James Jean Address: 1776 Arabian Drive, Loxahatchee, FL, 33470, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: No Start Date: 12/20/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Successor Trustee - 3rd in line (4)Name of Business: MCCOPA, LLC Address: 12400 S Shore Blvd, Wellington, FL, 33414, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ownership of Office Building (5)Name of Business: Quiet Woods LLC Address: 1776 Arabian Drive, Loxahatchee, FL, 33470, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/12/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a property we bought for my father-in-law. He will be renting the property from our Quiet Woods LLC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-10-19
  • S63 Uniform Securities Agent State Law Examination
    1998-10-19

View on SEC IAPD

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