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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-15
FL RA APPROVED 2018-01-16
  • TX RA
    APPROVED_RES
    Since 2025-03-15
  • FL RA
    APPROVED
    Since 2018-01-16

Branch Locations

720 Rugby Street Suite 200, Orlando, FL 32804 • 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
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
  • 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, Inc.
    Orlando, FL
  • 01/2018 → Present
    Orlando, FL
  • 07/2016 → Present
    Bcw Financial Consultants Llc
    Orlando, FL
  • 01/2023 → Present
    Orlando Wealth Management
    Orlando, FL
  • 02/2024 → 06/2024
    Urban On Plant
    Winter Garden,, FL
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-20
  • S66 Uniform Combined State Law Examination
    2017-12-20

View on SEC IAPD

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