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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-15 |
| FL | RA | APPROVED | 2018-01-16 |
Branch Locations
720 Rugby Street Suite 200, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Orlando | FL | 11/2016 | 03/2017 |
| Raymond James Financial Services, Inc. | Orlando | FL | 07/2016 | 11/2016 |
| Raymond James Financial Services, Inc. | Orlando | FL | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Orlando | FL | 01/2018 | Present |
| Bcw Financial Consultants Llc | Orlando | FL | 07/2016 | Present |
| Orlando Wealth Management | Orlando | FL | 01/2023 | Present |
| Urban On Plant | Winter Garden, | FL | 02/2024 | 06/2024 |
(1)Name of Business: Orlando Wealth Management Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Marketing DBA (2)Name of Business: PopGolfPro, LLC Address: 2351 Standing Rock Cir, Winter Garden, FL, 34787, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 01/17/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: responsible for the strategic direction, weekend operations, and growth of a mobile golf-simulator rental business serving corporate events, private parties, weddings, breweries, and community festivals throughout Central Florida
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-20 |
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