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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-27 |
| FL | RA | APPROVED | 2019-10-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | 10/2019 |
| Cetera Investment Advisers Llc | Inverness | FL | 02/2014 | 10/2019 |
| Regions Bank | Inverness | FL | 02/2014 | 10/2019 |
| Raymond James & Associates, Inc. | Inverness | FL | 10/2019 | Present |
(1)Name of Business: College of Central Florida Foundation Inc Address: 3001 SW College Road, Ocala, FL, 34474, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 06/30/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a member of the Finance and Investment committee which is one of 10 other members on the committee. This committee makes recommendations to the full board who make the final decision.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-12 |
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