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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| OH | RA | APPROVED | 2025-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Hudson | OH | 01/2009 | 05/2025 |
| Raymond James & Associates Inc. | Hudson | OH | 05/2025 | Present |
(1)Name of Business: Box Brothers Real Estate Holdings, LLC Address: 170 Reist Street, Williamsville, NY, 14221, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Supervise the care of the rental properties and maintain the financial records. (2)Name of Business: Hudson Real Estate Rentals, LLC Address: 7392 Burntwood Lane, Hudson, OH, 44236, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/04/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overlook maintaining rental properties and maintaining financial records.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-10 |
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