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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-18 |
| FL | RA | APPROVED | 2016-03-18 |
Branch Locations
582 Beachland Blvd. Suite 200, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Vero Beach | FL | 12/2018 | Present |
| Raymond James & Associates, Inc. | Vero Beach | FL | 10/2015 | 12/2018 |
(1)Name of Business: A Parent Media Co. Inc. Address: 3031 Golfview Drive, Vero Beach, FL, 32960, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 02/15/2024 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 making an investment into this business and will serve on an advisory board to help them think through the growth of the business and direction. (2)Name of Business: Avallon Assets LLC Address: 3031 Golfview Dr, Vero Beach, FL, 32960, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/02/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (3)Name of Business: Mental Health Association of Indian River County Address: 820 37th place, Vero Beach, FL, 32960, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 11/12/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on the finance committee and help the organization plan & serve on the board of directors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-16 |
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