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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-24 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
913 Gulf Breeze Parkway 27, Gulf Breeze, FL 32561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Gulf Breeze | FL | 05/2009 | 06/2024 |
| Raymond James Financial Services Advisors Inc. | Gulf Breeze | FL | 06/2015 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | Gulf Breeze | FL | 06/2024 | Present |
RENTAL PROPERTY, INV RELATED, GULF BREEZE, FL, 33.34% OWNERSHIP, START 6/27/24, 2 HRS PER MONTH, .01 HRS DURING TRADING; RENTAL PROPERTY, INV RELATED, GULF BREEZE, FL, 33.34% OWNERSHIP, START 7/2/24, 1 HRS PER MONTH, 0 HRS DURING TRADING; FINET PRACTICE IS TENANT; BENEFICIARY FOR FORMER STEP DAD'S ESTATE, INVT RELATED, PENSACOLA, FL, START DATE 5/5/2023, 1 HR PER MONTH, 0 HRS DURING TRADING. STB STORAGE LLC; NOT INV. RELATED; ST. PETERSBURG, FL; OWNER; SELF-STORAGE; START DATE 9/12/2024; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: OVERSEE THE OPERATIONS. SMART DIVORCE PLANNING ; NOT INV RELATED; GULF BREEZE, FL; PROVIDE SOLUTIONS;100% OWNERSHIP; START DATE: 11/14/2025; 10 HRS PER MONTH; 10 HRS DURING TRADING; | STEWART MARKEY GROUP INC; INV RELATED;GULF BREEZE,FL; WEALTH MANAGEMENT PRACTICE;50% OWNERSHIP; START DATE: 6/1/2024; 10 HRS PER MONTH; 20 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 2015-06-05 |
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