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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-06 |
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Jacksonville | FL | 01/2016 | 04/2023 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2016 | 04/2023 |
| Darwin Wealth Management, Llc | Tampa | FL | 04/2023 | 02/2024 |
| Raymond James Financial Services Advisors, Inc. | Tampa | FL | 02/2024 | Present |
(1)Name of Business: Address: 3307 W Hawthorne Rd, Tampa, FL, 33611, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/02/2023 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 the sole owner of this property (residential real estate) and I currently rent this property to a tenant. There are no time consuming responsibilities other than the occasion when something must be fixed. Rent is $3,000 a month. (2)Name of Business: Smith Wealth Advisory Group Address: 1560 W Cleveland St, Tampa, FL, 33606-1807, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 02/02/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA used for JT Smith Group, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-17 |
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