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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-19 |
| TX | RA | APPROVED | 2023-09-15 |
Branch Locations
1920 San Marco Blvd., Jacksonville, FL 32207 • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Jacksonville | FL | 10/2002 | 09/2023 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 09/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 09/2023 | Present |
(1)Name of Business: Hope Haven Address: 4600 Beach Blvd, Jacksonville, FL, 32207, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Finance Committee (2)Name of Business: Jacksonville Police and Fire Pension Fund Address: 1 W Adams St, Ste 100, Jacksonville, FL, 32202, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Financial Investment & Advisory Committee (3)Name of Business: Speedwell Capital Group Address: 1920 San Marco Blvd, Jacksonville, FL, 32207-3204, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is my approved DBA as an independent advisor with RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-16 |
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