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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-07 |
| TX | RA | APPROVED_RES | 2011-09-09 |
| IL | RA | APPROVED | 2011-08-19 |
Branch Locations
4541 N Prospect Road Ste 400, Peoria Heights, IL 61616 • United States
Peoria, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Peoria | IL | 08/2011 | Present |
(1)Name of Business: Abreo Catering, Llc Address: 600 S Forest Trail, Peoria, IL, 61615, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My brother owns a restaurant company. I meet with him a few times a year for updates. (2)Name of Business: Boy Scouts of America Address: 600 S Forest Trail, Peoria, IL, 61615, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/01/2009 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 lead the investment council for the local Boy Scout Council. We meet annually to review the investments of the local foundation. (3)Name of Business: Crania LLC Address: 600 W South Forest Trail, Peoria, IL, 61615, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/18/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I formed an LLC to buy a personal use airplane with a close friend and client. (4)Name of Business: Hilltop Partners V LLC Address: 600 W South Forest Trl, Peoria, IL, 61615, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: n/a (5)Name of Business: La Contessa Condo Address: 600 W south forest trail, Peoria, IL, 61615, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/25/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are bought a vacation Condo in Florida with Adam & Laura Hawks that we rent out for part of the year. .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-24 |
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