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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Kanner Group, Llc/Rjfs | Vero Beach | FL | 10/2019 | 03/2021 |
| Robert W. Tinsley Dpm, Pa | Melbourne | FL | 09/2019 | 10/2019 |
| Nautilus Wealth Advisors/Rjfs | Indialantic | FL | 01/2015 | 09/2019 |
| Pearl Planning/Rjfs | Dexter | MI | 10/2019 | 10/2021 |
| Raymond James Financial Services Inc | Vero Beach | FL | 04/2021 | Present |
| Raymond James Financial Services Advisors | Vero Beach | FL | 09/2022 | Present |
(1)Name of Business: Advisor Annie, Inc. Address: 623 17th St #4, Vero Beach, FL, 32960-5518, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service management; office management including strategic planning and development (2)Name of Business: Dancing Horse Dressage & CT Address: 630 Hall Rd, Malabar, FL, 32950, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 12/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer - maintaining accurate books and records in accordance with DHD Policies and procedures. (3)Name of Business: Town of Malabar Board of Adjustment Address: 2725 Malabar Road, Malabar, FL, 32950, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 08/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The board of adjustment shall meet only on an as needed basis when a property owner requests a variance to the Land Development Code or the Street and Road Improvement Code. They shall also hear and consider challenges to the administrative decisions by the town building official or town engineer. The quorum for the board of adjustment is four (4) members. The board of adjustment sits in a quasi-judicial position when considering variances to the Land Development Code. (4)Name of Business: Wright Glen Address: 630 Hall Rd, Malabar, FL, 32950, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting), Health care POA (Acting) Investment Related: Yes Start Date: 06/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am my mother's healthcare POA, and Power of attorney. She is in a memory care facility and diagnosed with demenita. I make medical/legal decisions for her, in coordination with other family members. My mother has an external bank account at Bank of America, where her Social Security is deposited into. Eventually I will need to access this account to assist her with paying for her memory care/medical expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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