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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-07-07 |
| TX | RA | APPROVED | 2022-07-07 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
2777 West Park Drive, Paducah, KY 42003 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2000 | 06/2022 |
| Raymond James Financial Services, Inc. | Paducah | KY | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Paducah | KY | 06/2022 | Present |
| Concurrent Advisors | Grosse Pointe | MI | 06/2022 | 03/2023 |
(1)Name of Business: dba Sutton Investment and Retirement Partners Address: 2777 W Park Dr, Paducah, KY, 42001-9058, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Associate/Employee, Officer - President Investment Related: No Start Date: 07/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Investment dba under Raymond James Financial Services. Providing holistic planning and investments to meet clients financial goals (2)Name of Business: BYLO SELHI LLC Address: 140 Willow Lake Dr., Paducah, KY, 42003, United States Activity Type: Rental Real Estate Position/Title: Other, Partner, Owner/Proprietor, Officer - President Investment Related: Yes Start Date: 08/02/2006 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 holding company for rental property (3)Name of Business: Sutton Investment and Retirement Partners LLC Address: 2777 W Park Dr, Paducah, KY, 42001-9058, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/07/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC is the parent company established for business income, expense, payroll and taxes related received from dba Sutton Investment and Retirement Partners under Raymond James Financial Services which provides holistic planning and investments to meet clients financial goals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-26 |
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