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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
6767 N Wickham Rd Ste 502, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 08/2016 | 12/2022 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 12/2022 | 12/2024 |
| Truist Investment Services, Inc | Cocoa Beach | FL | 12/2024 | 09/2025 |
| Truist Advisory Services, Inc | Cocoa Beach | FL | 12/2024 | 09/2025 |
| Raymond James Financial Services, Inc. | Melbourne | FL | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Melbourne | FL | 09/2025 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 01/2017 | 12/2022 |
(1) Name of Business: Address: 29 Crystal River Drive, Cocoa Beach, FL, 32931, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 07/14/2026 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 want to begin studying for the Florida Real Estate exam and then take the exam to get my license as a Florida Real Estate Agent. Until the test is passed, there is no business name associated with this OBA at this point. (2) Name of Business: Holland & Co, Wealth Advisors LLC Address: 6767 N Wickham Rd Ste 502, Melbourne, FL, 32940-2027, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/16/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage and operate any and all responsibilities of a wealth management practice. (3) Name of Business: Honey Badger Properties LLC Address: 29 Crystal River Drive, Cocoa Beach, FL, 32931, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/16/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To deposit mortgage payments received from our child as this LLC is the lienholder of the mortgage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-23 |
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