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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-18 |
| IN | RA | APPROVED | 2019-09-06 |
Branch Locations
201 Main Street Suite 605, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | West Lafayette | IN | 10/2012 | 09/2019 |
| Sbc Property Group, Inc. | Lafayette | IN | 05/2011 | 09/2023 |
| Raymond James & Associates | Lafayette | IN | 09/2019 | Present |
| Stagecoach Rv Sales And Service, Llc | Peru | IN | 01/2019 | 11/2021 |
(1)Name of Business: Cape Pool Bar LLC Address: 4703 Wharfside Pkwy, Lafayette, IN, 47909, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/10/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: assist in short term rental management and coordinating vendors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-16 |
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