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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-12-10
  • FL RA
    APPROVED
    Since 2013-12-10

Branch Locations

1560 Orange Avenue Suite 650, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Winterpark FL 11/2013 Present
Raymond James Financial Services Advisors Inc. Winter Park FL 12/2013 Present
Concurrent Advisors Winter Park LA 10/2018 05/2023
Previous Registrations
Other Businesses

(1)Name of Business: Address: 309 Orchard St, Chuluota, FL, 32766, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 06/30/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Residential rental property (2)Name of Business: Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 08/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Remote Online Notarization Services (3)Name of Business: AGW Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/21/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the DBA for our OSJ. I am a supervisor (4)Name of Business: Little Bear of Sky Valley LLC Address: 309 Orchard St, Chuluota, FL, 32766, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/13/2024 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: Winter Park Wealth Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Service for WPWG, Supervisory Delegate for AGW and Satellites

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-05
  • S66 Uniform Combined State Law Examination
    2007-11-05
Other Names
  • Kimberly Marie Rousey
  • Kim Rousey
  • Kim King

View on SEC IAPD

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