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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-18 |
Branch Locations
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • United States
Ponte Vedra Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Jacksonville | FL | 03/2011 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 09/2011 | Present |
| Raymond James & Associates, Inc | Ponte Vedra Beach | FL | 11/2022 | Present |
(1)Name of Business: LCS Team LLC Address: 363 South Roscoe Blvd, Ponte Vedra Beach, FL, 32082, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 11/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managing member (2)Name of Business: Life My Way LLC Address: 363 South Roscoe Blvd, Ponte Vedra Beach, FL, 32082, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/09/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managing member (3)Name of Business: Need More Pink, Inc. Address: 363 South Roscoe Blvd, Ponte Vedra Beach, FL, 32082, United States Activity Type: Non profit Position/Title: Officer - President Investment Related: Yes Start Date: 08/19/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Networking group to promote professional women (4)Name of Business: Ole Spokes LLC Address: 363 South Roscoe Blvd, Ponte Vedra Beach, FL, 32082, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 11/22/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-24 |
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