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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-08 |
| FL | RA | APPROVED | 2019-07-18 |
Branch Locations
601 21St Street Suite 300, Vero Beach, FL 32960 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Vero Beach | FL | 06/2009 | 07/2019 |
| Raymond James Financial Services. Inc | Vero Beach | FL | 07/2019 | Present |
| Raymond James Financial Services Advisors, Inc | Vero Beach | FL | 07/2019 | Present |
(1)Name of Business: Address: 7555 Old Melbourne Hwy, st cloud, FL, 34771, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend board meeting held once annually at the property location. I have served as an advisor and after 10 years have been asked to be part of the board.\n (2)Name of Business: Address: 635 Honeysuckle Lane, Vero Beach, FL, 32963, United States Activity Type: Non profit Position/Title: Founder Investment Related: Yes Start Date: 06/14/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a private family foundation that I am setting up as part of my estate plan. (3)Name of Business: E William and France Kenyon Foundation Inc. Address: 570 Beachland Blvd, Vero Beach, FL, 32963, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 01/01/2021 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 would be a board member helping this private 501(c)3 to identify its goals and objectives in our local community (4)Name of Business: IRC PRoperties LLC Address: 635 Honeysuckle Lane, Vero Beach, FL, 32963, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/28/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: The Kanner Group Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-09 |
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