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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2014-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Elizabethtown | KY | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Elizabethtown | KY | 06/2014 | Present |
| United Bank | Elizabethtown | KY | 06/2014 | 10/2018 |
(1)Name of Business: TWC Address: 300 W Dixie Ave, Elizabethtown, KY, 42701, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 12/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner.\n\nMy sister started a medical practice and I invested funds to help her get started. I have zero day to day responsibility. (2)Name of Business: Tyler WM LLC Address: 30 Public Square, Elizabethtown, KY, 42701, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: When I opened the Raymond James branch I decided to open an LLC for the branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-15 |
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