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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-04-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Lake City | FL | 06/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Lake City | FL | 04/2014 | Present |
(1)Name of Business: 4641 Properties, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/07/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help make decisions about property and future maintenance. (2)Name of Business: Moses Wealth Advisors, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch. (3)Name of Business: United Way of Suwannee Valley Address: 871 SW State Road 47, Lake City, FL, 32025, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: No Start Date: 03/20/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To serve as assistant treasurer of the board of directors of the local United Way chapter. Also includes being on the Executive Committee, Board of Directors and Finance Committee. (4)Name of Business: University of Florida Christian Campus House Address: 1810 NW 1st Avenue, Gainesville, FL, 32603, United States Activity Type: Non-profit Position/Title: Board Member Investment Related: Yes Start Date: 12/31/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer - Board of Directors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-22 |
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