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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| FL | RA | APPROVED | 2025-04-18 |
Branch Locations
631 W Morse Blvd, Suite 125, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Orlando | FL | 01/2012 | 11/2017 |
| Health Advocate | Orlando | FL | 06/2015 | 04/2025 |
| Ameriprise Financial Advisors Inc. | Orlando | FL | 11/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Winter Park | FL | 03/2020 | 04/2025 |
| Raymond James & Associates Inc. | Winter Park | FL | 04/2025 | Present |
(1)Name of Business: American General Address: 1534 ALMOND AVE, ORLANDO, FL, 32814, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 11/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Service Insurance Policies (2)Name of Business: BPP 21 LLC Address: 1534 ALMOND AVE, ORLANDO, FL, 32814, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: REAL ESTATE, OWNER OF 50% LLC (3)Name of Business: GRUPO HEXAGONO LLC Address: 1534 ALMOND AVE, ORLANDO, FL, 32814, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/15/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A COMPANY MADE FOR POSSIBLE FUTURE REAL ESTATE HOLDING (4)Name of Business: MLLN Business Solutions LLC Address: 1534 Almond Ave, Orlando, FL, 32814, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance holding company to receive trails for fixed and term life insurance. (5)Name of Business: Principal Life Insurance Address: 1534 ALMOND AVE, ORLANDO, FL, 32814, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 11/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Trails
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
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