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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-01 |
| NJ | RA | APPROVED | 2021-11-12 |
| NY | RA | APPROVED | 2021-02-20 |
| AZ | RA | APPROVED | 2020-11-19 |
| SD | RA | APPROVED | 2019-07-22 |
| NC | RA | APPROVED | 2019-05-22 |
| GA | RA | APPROVED | 2019-04-30 |
| SC | RA | APPROVED | 2019-04-25 |
| OR | RA | APPROVED | 2019-04-12 |
| AL | RA | APPROVED | 2019-04-09 |
| KY | RA | APPROVED | 2019-04-09 |
| LA | RA | APPROVED | 2019-04-09 |
| NM | RA | APPROVED | 2019-04-09 |
| CO | RA | APPROVED | 2019-04-08 |
| FL | RA | APPROVED | 2019-04-08 |
| PA | RA | APPROVED | 2019-04-04 |
| MD | RA | APPROVED | 2019-04-03 |
| CA | RA | APPROVED | 2019-04-02 |
| OH | RA | APPROVED | 2019-04-02 |
| IN | RA | APPROVED | 2019-04-01 |
| VA | RA | APPROVED | 2019-04-01 |
Branch Locations
222 S. Orange Ave Suite 700, Orlando F, FL 32801 • United States
1255 Tamiami Trail, Port Charlotte, FL 33953 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Winter Park | FL | 04/2015 | 04/2019 |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 05/2015 | 04/2019 |
| N/A | Orlando | FL | 01/2007 | Present |
| N/A | Orlando | FL | 03/2012 | Present |
| Synovus Securities, Inc. | Winter Park | FL | 04/2019 | 10/2019 |
| Synovus Bank | Winter Park | FL | 04/2019 | 10/2019 |
| Synovus Securities, Inc. | Winter Park | FL | 10/2019 | Present |
| Synovus Bank | Winter Park | FL | 10/2019 | 12/2025 |
| Pinnacle Bank | Winter Park | FL | 01/2026 | Present |
ORLANDO, FL; HOLDS STATE OF FLORIDA MORTGAGE LICENSE; NOT INVESTMENT RELATED; 03/2012 - PRESENT; 0 HOURS PER MONTH, 0 DURING TRADING HOURS Premier Orlando Rides LLC | 3005 Alamo Drive, Orlando FL 32805 | Business: Transportation |Position: President| Hours Per Month: 2 | Hours spend during trading: 0 | Investment related: No| Start Date: 04/01/2025 Duties: Filing tax returns and applicable sales tax/business tax and acquisitions of vehicle. | Compensation: Rent from car - Car purchased by FA will be rented to an individual who will drive the vehicle offering transpiration services to executives. FA will receive compensation via rent of the vehicle.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-19 |
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