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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-07 |
| FL | RA | APPROVED | 2022-03-10 |
Branch Locations
625 Beachland Blvd Suite 2, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
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