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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-26 |
| FL | RA | APPROVED | 2020-12-14 |
Branch Locations
30 Epic Blvd Ste 110, Saint Augustine, FL 32086 • United States
Palm Coast, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Palm Coast | FL | 04/2013 | 05/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2015 | 05/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 05/2018 |
| Suntust Investment Services, Inc. | Atlanta | GA | 05/2018 | 05/2018 |
| Bb&T Investments | Charlotte | NC | 06/2018 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2019 | 12/2020 |
| Bb&T Bank | St. Augustine | FL | 06/2018 | 01/2019 |
| Bb&T Bank | Palm Coast | FL | 01/2019 | 12/2020 |
| Raymond James & Associates | St. Augustine | FL | 12/2020 | Present |
1) FLAGLER COUNTY EDUCATION FOUNDATION POSITION: Board Member NATURE: The Flagler County Education Foundation is a direct support to Flagler County Public Schools. We help empower teachers to create innovative and enriching educational experiences. Teachers are encouraged to apply for an innovative funding grant to advance teaching quality/improving classroom instruction and projects that increase a teacher's knowledge and skills. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HRS: 8 START DATE: 7/30/2019 ADDRESS: Bunnell, FL 2) Name of Business : Melaleuca Address: Palm Coast , FL Nature of the Business: Wellness Company Position/Title: Other (paid) Investment Related:No Start Date: 5/13/2021 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: Invite people to the wellness site for product purchase. I am not selling any product, just a member that is able to invite / allow access.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-19 |
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