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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-01 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Saint Petersburg | FL | 05/2015 | 05/2020 |
| Edward Jones | St. Louis | MO | 05/2020 | 11/2020 |
| Morgan Stanley | Temple Terrace | FL | 03/2021 | 10/2021 |
| Unemployed | Clearwater | FL | 11/2020 | 02/2021 |
| Raymond James Financial Services | Saint Petersburg | FL | 10/2021 | Present |
| Raymond James Financial Services Advisors | Saint Petersburg | FL | 10/2021 | Present |
(1) Name of Business: Ballast Point Ventures Employee Fund II Address: 1812 West Hills Ave, Tampa, FL, 33606, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 06/10/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Ballast Point Ventures Employee Fund III Address: 1812 West Hills Ave, Tampa, FL, 33606, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 06/10/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: CoLabs Holdings LLC Address: 1812 West Hills Ave, Tampa, FL, 33606, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 05/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: KI Florida Fund I, LLC Address: 1812 West Hills Ave, Tampa, FL, 33606, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 07/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Name of Business: KI Florida Fund II LLC Address: 1812 West Hills Ave, Tampa, FL, 33606, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 12/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-19 |
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