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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
| OH | RA | APPROVED | 2023-03-24 |
| KY | RA | APPROVED | 2023-03-23 |
Branch Locations
1 Highland Ave Suite F, Fort Thomas, KY 41075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 11/2020 | 11/2021 |
| Unemployed | Orlando | FL | 04/2020 | 11/2020 |
| Patina Restaurant Group | Orlando | FL | 05/2018 | 04/2020 |
| Gaylord Palms | Kissimmee | FL | 02/2017 | 05/2018 |
| Yard House | Orlando | FL | 06/2013 | 02/2017 |
| Brio | Newport | KY | 11/2021 | 04/2022 |
| Braxton Brewing | Covington | KY | 04/2022 | 09/2022 |
| Raymond James Financial Services, Inc. | Fort Thomas | KY | 10/2022 | Present |
| Concurrent Advisors | Fort Thomas | KY | 10/2022 | 03/2023 |
| Raymond James Financial Services Advisors, Inc. | Fort Thomas | KY | 03/2023 | Present |
(1) Name of Business: Bisbe Capital Address: 1 Highland Ave Ste F, Fort Thomas, KY, 41075-1624, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support for the business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-13 |
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