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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| OH | RA | APPROVED | 2013-05-07 |
Branch Locations
8859 Cincinnati-Dayton Road Suite 103, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | West Chester | OH | 05/2013 | Present |
| Raymond James Financial Services Advisors Inc. | West Chester | OH | 05/2013 | Present |
| Lendl Enterprises, Llc | West Chester | OH | 08/2013 | Present |
| Voyacy Wealth Advisors | West Chester | OH | 03/2021 | Present |
(1)Name of Business: fourelle properties llc Address: 6080 tennyson drive, west chester, OH, 45069, United States Activity Type: Rental Real Estate Position/Title: Passive investor, Owner/Proprietor Investment Related: Yes Start Date: 07/17/2013 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and operate offices and residential income-producing real estate. From a tax standpoint, I am a passive investor. (2)Name of Business: fourelle thoroughbreds Address: 6080 tennyson dr, west chester, OH, 45069, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2022 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 own this company in order to purchase and enjoy fractional ownership of thoroughbred racehorses. All horses are retired. I expect to purchase more in 2027 or 2028 (3)Name of Business: Lendl Enterprises, LLC Address: 8859 Cincinnati-Dayton Rd Ste 103, West Chester, OH, 45069, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/13/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of suppoprt company for RJFS business (4)Name of Business: Voyacy Wealth Advisors Address: 8859 Cincinnati-Dayton Rd Ste 103, West Chester, OH, 45069, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am the branch owner. Voyacy Wealth Advisors will be my new name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-29 |
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