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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 2024-03-07
FL RA APPROVED 2022-03-10
  • TX RA
    APPROVED_RES
    Since 2024-03-07
  • FL RA
    APPROVED
    Since 2022-03-10

Branch Locations

625 Beachland Blvd Suite 2, Vero Beach, FL 32963 • 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 Vero Beach FL 09/2021 Present
Jungle Club Vero Beach FL 12/2016 03/2018
Student Vero Beach FL 01/2011 11/2016
Rhino Security Lynchburg VA 01/2018 05/2018
Molinari Pools Vero Beach FL 05/2018 08/2018
Dominos Vero Beach FL 05/2019 08/2019
La Fitness Lakeland FL 02/2020 03/2020
Shipt Vero Beach FL 03/2020 07/2021
Vero Prime Vero Beach FL 05/2021 08/2021
College Student Lakeland FL 08/2019 02/2020
College Student Lakeland FL 08/2018 05/2019
Raymond James Financial Services Advisors, Inc Vero Beach FL 03/2022 Present
  • 09/2021 → Present
    Raymond James Financial Services
    Vero Beach, FL
  • 12/2016 → 03/2018
    Jungle Club
    Vero Beach, FL
  • 01/2011 → 11/2016
    Student
    Vero Beach, FL
  • 01/2018 → 05/2018
    Rhino Security
    Lynchburg, VA
  • 05/2018 → 08/2018
    Molinari Pools
    Vero Beach, FL
  • 05/2019 → 08/2019
    Dominos
    Vero Beach, FL
  • 02/2020 → 03/2020
    La Fitness
    Lakeland, FL
  • 03/2020 → 07/2021
    Shipt
    Vero Beach, FL
  • 05/2021 → 08/2021
    Vero Prime
    Vero Beach, FL
  • 08/2019 → 02/2020
    College Student
    Lakeland, FL
  • 08/2018 → 05/2019
    College Student
    Lakeland, FL
  • 03/2022 → Present
    Vero Beach, FL
Other Businesses

(1)Name of Business: Lambert Financial Planning LLC Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963-1709, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/09/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Lead manager/owner of LLC (2)Name of Business: The Kanner Group LLC Address: 625 Beachland Blvd, Vero Beach, FL, 32963, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-25
  • S66 Uniform Combined State Law Examination
    2022-02-25

View on SEC IAPD

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