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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-10-22
  • FL RA
    APPROVED
    Since 2020-10-22

Branch Locations

582 Beachland Blvd. Suite 200, Vero Beach, FL 32963 • United States

1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Vase Securities, Llc Rhinebeck NY 11/2011 05/2017
Israel A. Englander & Co. Llc New York NY 06/2017 11/2017
Morgan Stanley Chapel Hill NC 01/2019 10/2020
Beautiful Homes Realty Boca Raton FL 12/2017 11/2018
Raymond James & Associates, Inc Boca Raton FL 10/2020 Present
  • 11/2011 → 05/2017
    Blue Vase Securities, Llc
    Rhinebeck, NY
  • 06/2017 → 11/2017
    Israel A. Englander & Co. Llc
    New York, NY
  • 01/2019 → 10/2020
    Chapel Hill, NC
  • 12/2017 → 11/2018
    Beautiful Homes Realty
    Boca Raton, FL
  • 10/2020 → Present
    Boca Raton, FL
Previous Registrations
Other Businesses

(1)Name of Business: Beautiful Homes Realty, INC Address: 851 S Federal Hwy # 203, Boca Raton, FL, 33432, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 10/19/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rent, buy, or sell property for clients. Perform duties, such as study property listings, interview prospective clients, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-15
S63 Uniform Securities Agent State Law Examination 2004-02-23
  • S65 Uniform Investment Adviser Law Examination
    2019-05-15
  • S63 Uniform Securities Agent State Law Examination
    2004-02-23
Other Names
  • Joseph M Helmy
  • Joseph Mohamed Adel Helmy

View on SEC IAPD

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