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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-18
FL RA APPROVED 2016-03-18
  • TX RA
    APPROVED_RES
    Since 2019-01-18
  • FL RA
    APPROVED
    Since 2016-03-18

Branch Locations

582 Beachland Blvd. Suite 200, Vero Beach, FL 32963 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Vero Beach FL 12/2018 Present
Raymond James & Associates, Inc. Vero Beach FL 10/2015 12/2018
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-16
  • S66 Uniform Combined State Law Examination
    2016-03-16

View on SEC IAPD

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