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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| FL | RA | APPROVED | 2017-10-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Los Angeles | CA | 05/2009 | 08/2017 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 08/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Neptune Beach | FL | 10/2017 | Present |
(1) Name of Business: Combs Capital Management LLC Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/26/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am owner/managing member of a newly established LLC through which I will receive income earned/conduct business through RJFS by providing advisory and brokerage services. Heretofore, these activities were conducted on a sole proprietorship basis (2) Name of Business: International Wine & Food Society, Jacksonville Chapter Address: 13613 Bromley Point Drive, Jacksonville, FL, 32225, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 06/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer is also a Chapter Board member and prepares and presents Chapter's financial reports to the Board and maintains Chapter financial records and signs checks. (3) Name of Business: WMM Group LLC Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 09/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Receive RJ fees and commissions in form of 1099 income from WMM Group LLC, 720 Rugby St, Suite 200 Orlando FL 32804 Att: Paul Wood
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-26 |
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