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715 Spring St, Green Cove Springs, FL 32043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-13 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Raymond James And Associates | St. Petersburg | FL | 06/2015 | 02/2017 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 03/2017 | 02/2019 |
| Raymond James Financial Services Advisors Inc. | Jacksonville | FL | 04/2017 | 02/2019 |
| Our Bookkeepers | Jacksonville | FL | 09/2017 | 12/2018 |
| Young, Fly & Foolish | Jacksonville | FL | 09/2017 | Present |
| Planning Solutions International Llc Dba Toams Financial | Jacksonville | FL | 03/2018 | 03/2024 |
| Privileged Planning Inc. | Saint Johns | FL | 07/2023 | Present |
1) Ms. Fordham is a 10% owner of Let Bob LLC, a holding company for other entities including Let Bob Advisory, investment related, located in McCalla, AL, 2019, 0 hours spent per month. 2) Ms. Fordham is a 10% owner of Flood-Con, LLC, an automated stormwater management company, not investment related, located in Birmingham, AL, 2020, 0 hours spent per month. 3) Ms. Fordham is a member of BNI, a networking community, not investment related, located in Charlotte, NC, 2022, 10 hours spent per month. 4) Ms. Fordham is the manager of Kaaj Properties, LLC, a rental property company, not investment related, located in St Johns FL, 2021, 5 hours spent per month. 5) Ms. Fordham is the Secretary and Treasurer of First Coast Honor Flight, a non profit providing flights for veterans to Washington DC, not investment related, 2019, 5 hours per month. 6) Ms. Fordham is a member of Vistage, a CEO peer focus group, location: online/global, not investment related, 2024, 12 hours per month. 7) Ms. Fordham is the Finance Chair of St. Johns BFF, a networking community, not investment related, 2023, hours spent 10 hours a month. 8) Ms. Fordham is a Co-author of 2 books, Mansa's little Reminders and Lemons and more lemons, not investment related, 2017, hours spent per month, 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-15 |
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
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