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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-18 |
| SC | RA | APPROVED | 2020-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Spartanburg | SC | 12/2019 | 06/2020 |
| Cannon Roofing | Spartanburg | SC | 08/2015 | 12/2018 |
| Clemson University | Clemson | SC | 01/2019 | Present |
| Raymond James Financial Services, Inc. | Spartanburg | SC | 06/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Spartanburg | SC | 06/2020 | Present |
(1)Name of Business: Elements West Condos, LLC Address: 225 Meyers Drive , Greenville, SC, 29605, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: No Start Date: 09/12/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Elliott Properties Address: 47 Millside Circle, Greenville, SC, 29605, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: No Start Date: 09/05/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Spartanburg Art Museum Address: 47 Millside Cir, Greenville, SC, 29605, United States Activity Type: Non profit Position/Title: Chair of the Board, Committee Member Investment Related: Yes Start Date: 08/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advise the museum on current issues they are facing. Increasing engagement and strategy for growth. \n\nI will be on a sub-committee that looks into their expenses and their spending and advises on ways to improve operational efficiency (4)Name of Business: Switzer Wealth Partners Address: 1983 S Pine St, Spartanburg, SC, 29302, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (Series 7, Series 66, SC Insurance Licensed) Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
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