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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 02/2013 | 06/2026 |
| Lovett Wrestling Community Coach | Atlanta | GA | 11/2016 | 09/2023 |
| Raymond James Financial Services, Inc. | Dorado | PR | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Dorado | PR | 06/2026 | Present |
(1) Name of Business: Bespoke Capital Address: 6 Concourse Parkway 2175 A, Atlanta, GA, 30328, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/28/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner and founder of Bespoke Capital, a registered investment advisory firm providing comprehensive wealth management, financial planning, and advisory services to business owners and their families. Responsibilities include firm leadership, client relationship management, investment strategy oversight, and business development. (2) Name of Business: Bespoke Capital of Puerto Rico LLC Address: D81 Calle C, Suite 300, Dorado, Puerto Rico, 00646, Puerto Rico Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/25/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manager and indirect owner through Bespoke Capital Holdings LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-23 |
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