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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-06
TX RA APPROVED 2024-02-02
  • FL RA
    APPROVED
    Since 2024-02-06
  • TX RA
    APPROVED
    Since 2024-02-02

Branch Locations

1560 W. Cleveland Street, Tampa, FL 33606 • 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
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
  • 01/2016 → 04/2023
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Jacksonville, FL
  • 03/2016 → 04/2023
    Bank Of America, N.A.
    Jacksonville, FL
  • 04/2023 → 02/2024
    Darwin Wealth Management, Llc
    Tampa, FL
  • 02/2024 → Present
    Tampa, FL
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-17
  • S66 Uniform Combined State Law Examination
    2016-03-17
Other Names
  • Jordan T Smith

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