Colby Thomas Masterson

Current Employers

Employment History

• 08/2013 → Present
  Raymond James Financial Services Inc
  St Petersburg, FL
• 08/2013 → Present
  Frey, Masterson & Associates Investment Advisors Llc
  St. Petersburg, FL
• 11/2013 → Present
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 12/2015 → Present
  Agency Management Planning, Llc
  St. Petersburg, FL
• 08/2013 → Present
  Give Hope Foundation
  Longwood, FL
• 11/2019 → Present
  Menorah Manor
  St. Petersburg, FL
• 08/2013 → Present
  Masterson & Associates Investment Advisors Llc
  St. Petersburg, FL
• 08/2018 → 12/2022
  Vault Retirement Services
  Saint Petersburg, FL

Other Businesses

(1)Name of Business: Address: 1300 Saxon Drive, Orlando, FL, 32804, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 08/22/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I currently serve on the Board of Directors of Give Hope Foundation. (2)Name of Business: COBYMARK, LLC Address: 2713 1st Ave N, St. Petersburg, FL, 33713, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Real Estate Holding Company (3)Name of Business: Frey, Masterson & Associates Investment Advisors LLC Address: 2713 1st Ave N, Saint Petersburg, FL, 33713, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/22/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner of company (4)Name of Business: Masterson, Tom and Dennie Address: 1440 72nd Ave NE, St. Petersburg, FL, 33702, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 07/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My father passed on July 14th, 2019 and I serve as Trustee of his now irrevocable trust. (5)Name of Business: SonHaven Holdings Address: 1440 72nd Ave NE, St. Petersburg, FL, 33702, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/22/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an owner and partner in SonHaven Holdings. This is an entity that is owned 1/3 each by myself, my brother, and sister.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-08
• S63 Uniform Securities Agent State Law Examination
  2008-03-07