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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-15 |
| FL | RA | APPROVED | 2020-08-24 |
Branch Locations
2395 North Courtenay Pkwy Suite 21, Merrit Island, FL 32953 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobs Technology | Merritt Island | FL | 04/2017 | 08/2017 |
| Radisson | Cape Canaveral | FL | 03/2013 | 03/2019 |
| 4Th Street Fillin' Station | Cocoa Beach | FL | 03/2019 | 04/2021 |
| Raymond James Financial Services, Inc | Merritt Island | FL | 02/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Merritt Island | FL | 08/2020 | Present |
(1) Name of Business: Address: 240 Marlin Drive, Merritt Island, FL, 32952, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/31/2026 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: Crossleyshear Wealth Management Address: 2395 N Courtenay Pkwy Ste 201, Merritt Island, FL, 32952, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide full service recommendations as it pertains to finance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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