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104 Se 1St Avenue Suite B, Ocala, FL 34471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | The Villages | FL | 12/2011 | 02/2018 |
| United Advisors Services | New York | NY | 02/2018 | 08/2018 |
| Financial Services International Corp. | Edmonds | WA | 02/2018 | 08/2018 |
| Canopy Wealth 360, Llc | Ocala | FL | 08/2018 | Present |
(1)Name of Business : Rotary Club of The Villages Evening Address: Ocala, FL Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related:No Start Date: 07/01/2015 Hours per month devoted to this business: 15 Hours per month devoted to this business during trading hours: 0 Description of duties: President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-05 |
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