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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
150 Alhambra Cir Floor 10, Coral Gables, FL 33134 • United States
Pinecrest, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Miami Lakes | FL | 01/2012 | 09/2025 |
| Agia | Houston | TX | 12/2022 | 09/2025 |
| Raymond James Financial Services, Inc. | Coral Gables | FL | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Coral Gables | FL | 09/2025 | Present |
(1)Name of Business: Ox Wealth Management, LLC Address: 150 Alhambra Cir Floor 10, Coral Gables, FL, 33134-4523, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 09/11/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent branch affiliate of RJFS (2)Name of Business: Sports Konnect Address: 2103 Coral Way, Ste. 650, Coral Gables, FL, 33145, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Meet once a month to discuss and provide guidance with ongoing non-profit's operations, educational & sports programs offered in the local community, oversea management and current financial position (balance sheet and cash-flow).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-07 |
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