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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-06 |
Branch Locations
1321 Edgewater Drive, Orlando, FL 32804 • United States
720 Rugby St Suite 200, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hci Group | Tampa | FL | 05/2017 | 12/2017 |
| Capgemini | Sarasota | FL | 01/2018 | 06/2018 |
| Metlife | Tampa | FL | 07/2018 | 12/2018 |
| Investcloud | Tampa | FL | 12/2018 | 06/2020 |
| Raymond James Financial Services, Inc. | Orlando | FL | 07/2020 | Present |
| Unemployed | Tampa | FL | 01/2016 | 05/2017 |
| Raymond James Financial Services Advisors, Inc | Orlando | FL | 10/2022 | Present |
| Edgewater Family Wealth | Orlando | FL | 07/2021 | Present |
| Bcw Financials | Orlando | FL | 07/2021 | Present |
(1)Name of Business: BCW Financials Address: 720 Rugby St, Orlando, FL, 32804, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: monitor investing procedure and deploying cash into models\ndesign custom models\nmonitor and deploy overly weighted cash in accounts\nmonitor, maintain and shop muni and corp bonds by building bond ladders\nleads investment committee meetings\nmonitor macroeconomics changes and advise on their implications on the economy as a whole and our models specifically\nperform trades on daily basis\n (2)Name of Business: BKCapital LLC Address: 51 E JEFFERSON ST, Orlando, FL, 32802, United States Activity Type: Other Position/Title: Other, Trustee , Director Investment Related: Yes Start Date: 12/12/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: the LLC manager (3)Name of Business: Edgewater Family Wealth Address: 720 Rugby St, Orlando, FL, 32804, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: monitor investing procedure and deploying cash into models\ndesign custom models\nmonitor and deploy overly weighted cash in accounts\nmonitor, maintain and shop muni and corp bonds by building bond ladders\nleads investment committee meetings\nmonitor macroeconomics changes and advise on their implications on the economy as a whole and our models specifically\nperform trades on daily basis\n\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-20 |
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