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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-05 |
Branch Locations
19 West Garden Street Suite 210, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock Bank | Tampa | FL | 02/2012 | 08/2025 |
| Hancock Investment Services, Inc. | Tampa | FL | 02/2012 | 08/2022 |
| Cetera Investment Advisers Llc | Pensacola | FL | 07/2022 | 08/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2022 | 08/2025 |
| Raymond James & Associates, Inc | Pensacola | FL | 08/2025 | Present |
(1)Name of Business: Arts Culture Entertainment Pensacola Inc (ACE) Address: 3250 W Navy Blvd, Pensacola, FL, 32502, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/22/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as a board member and finance committee member. The purpose of the board is to distribute funds to local non-profits in the arts, culture and entertainment communities. ACE is funded by Escambia County tax dollars. (2)Name of Business: Baptist Healthcare Foundation Address: 123 Baptist Way, Pensacola, FL, 32503, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board member and investment committee member. The foundation supports the mission of Baptist Hospital, a community owned hospital in Pensacola, Florida by raising and distributing funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-24 |
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