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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-03 |
| VT | RA | APPROVED | 2022-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thyme Tables Catering, Inc | Shaftsbury | VT | 01/2001 | 12/2021 |
| Raymond James & Associates, Inc. | Manchester | VT | 10/2014 | 10/2022 |
| Raymond James Financial Services, Inc. | Manchester Village | VT | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Manchester Village | VT | 10/2022 | Present |
| Walloomsac Financial Services | Manchester Village | VT | 08/2022 | Present |
| Traver Gardner Investment Group | Manchester Village | VT | 10/2022 | 10/2024 |
| Watershed Wealth Management | Manchester | VT | 08/2024 | Present |
(1)Name of Business: Address: 2231 Maple Hill Rd, Shaftsbury, VT, 05262, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2024 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 buying an office building with a 1 bedroom apartment on the second floor. I will be moving my financial services practice (we are RJFS) to this building upon completion of renovations, and renting the 2nd floor apartment. This represents a decrease in the rent we are currently paying, and for nicer space. (2)Name of Business: Glastenbury Zoning Board Address: South Street, Bennington, VT, 05201, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 04/04/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Walloomsac Property Partners Address: 1300 Harrington Road, Bennington, VT, 05201, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 01/19/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Planting and harvesting crops. Managing property for wildlife and land conservation (4)Name of Business: Watershed Wealth Management Address: 5293 Main Street, Manchester , VT, 05255, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/05/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Watershed Wealth Management is a DBA for our investment activities through RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-21 |
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