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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-03-16 |
Branch Locations
4733 N Highway A1A Suite 303, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Vero Beach | FL | 02/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Vero Beach | FL | 03/2012 | Present |
| Non-Variable Insurance | Vero Beach | FL | 03/2012 | 07/2019 |
| Vero Beach Wealth Management | Vero Beach | FL | 01/2018 | Present |
(1)Name of Business: Indian River Lagoon National Estuary Program Address: IRNEP, 12235 Main St., Sebastian, FL, 32958, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/31/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Volunteer member for the Financial Advisory Subcommittee. (2)Name of Business: Vero Beach Wealth Management Address: 4733 Highway A1A Ste 303, Vero Beach, FL, 32963-5439, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-19 |
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