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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2016-02-01 |
Branch Locations
2424 Harrodsburg Road Suite 101, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Lexington | KY | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Lexington | KY | 02/2016 | Present |
| Central Bank | Lexington | KY | 01/2016 | Present |
(1)Name of Business: Haven Financial Partners Address: 1627 Mill Bay Rd, Kodiak, AK, 99615-6235, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Financial Advisor (2)Name of Business: Nautical Nook LLC Address: 1512 Yanovsky st., Kodiak, AK, 99615, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/25/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC established for the residential rental property I own. I rent the property as short and long-term depending on the rental market and time of year. Most business is conducted through AirBnB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-07 |
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