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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-15 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Champaign, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Spring Hill | FL | 05/2016 | 01/2017 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 01/2017 | 08/2018 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 08/2018 | 04/2023 |
| Raymond James Financial Services, Inc. | Champaign | IL | 06/2023 | Present |
| Raymond James & Associates, Inc. | Champaign | IL | 05/2023 | 06/2023 |
| Raymond James Financial Services Advisors, Inc. | Champaign | IL | 06/2023 | Present |
(1)Name of Business: Address: 2910 River Oak Dr, Champaign, IL, 61822, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own 3 rental properties (2)Name of Business: KBMR Rentals LLC Address: 2910 River Oak Dr, Champaign, IL, 61822, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/22/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Co-Owner of rental LLC with wife, sister and brother-in-law
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-23 |
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