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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-11 |
| AL | RA | APPROVED | 2014-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Guntersville | AL | 07/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Guntersville | AL | 07/2014 | Present |
| O'SHields Wealth Management, Inc | Guntersville | AL | 12/2017 | Present |
(1)Name of Business: O'Shields Wealth Management, Inc. Address: 400 Gunter Ave, Guntersville, AL, 35976, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/22/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an investment advisor. (2)Name of Business: Park Place Holdings, LLC Address: 400 Gunter Avenue, Guntersville, AL, 35976, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related:No Start Date: 01/03/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of LLC (3)Name of Business: Park Place Holdings, LLC Address: 400 Gunter Avenue, Guntersville, AL, 35976, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/03/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (4)Name of Business: Team Wealth Solutions Address: 400 Gunter Ave, Guntersville, AL, 35976, United States Activity Type: Support Company - Non Owner Position/Title: Officer - President Investment Related: No Start Date: 07/01/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-24 |
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