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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Suwanee | GA | 09/1999 | Present |
| Sze And Associates, Llc | Suwanee | GA | 05/2001 | Present |
| Raymond James Financial Services Advisors, Inc | Suwanee | GA | 01/2009 | Present |
(1)Name of Business: Hui Tz Inc Address: 1225 Satellite Blvd, Suwanee, GA, 30024, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Director (2)Name of Business: KBH Capital Llc Address: 1225 Satellite Blvd, Suwanee, GA 30024, suwanee, GA, 30024, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 08/04/2004 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property management (3)Name of Business: World Hope Foundation Address: 1215 Satellite Blvd NW, Suwanee, GA, 30024-2871, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 11/12/1997 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Currently CFO. In charge of investment account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-25 |
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