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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2026-01-02 |
| NC | RA | APPROVED | 2024-06-14 |
| FL | RA | APPROVED | 2024-06-12 |
Branch Locations
2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Tampa | FL | 09/2013 | 06/2024 |
| Truist Investment Services, Inc. | Tampa | FL | 02/2021 | 06/2024 |
| Truist Advisory Services, Inc. | Tampa | FL | 02/2021 | 06/2024 |
| Cary Street Partners Llc | Tampa | FL | 06/2024 | Present |
| Cary Street Partners Investment Advisory Llc | Tampa | FL | 06/2024 | Present |
RENTAL PROPERTY OWN BY LINDA & STEVE CERE POSITION: owner NATURE: Rental property located at 1530 San Charles Dunedin FL 34698 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2020 ADDRESS: 2295 Carolyn Dr., Dunedin FL 34698 Other Business Name: S&L Real Estate Holdings, LLC Address:2295 Carolyn Drive, Dunedin, FL 34698 Investment-Related?No Nature of the Other Business:Real Estate Postion at Other Business:Owner Title at Other Business:Owner Relationship with Other BusinessNo Start Date of your Relationship:10/1/2024 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:No Approximate Hours/Month devoted to other business:2 Number of Hours devoted to other business during securities trading hours:0 Will you be compensated for the OBA?:No Description of duties related to other Business:Owned rental property 1069 Jackmar, Dunedin FL, 34698
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-14 |
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