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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-22
  • FL RA
    APPROVED
    Since 2023-02-22

Branch Locations

270 Plaza Blvd Ste 4, Saint Augustine, FL 32086-9304 • 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
Edward Jones St Louis MO 08/2018 02/2023
Citibank Jacksonville FL 11/2014 08/2018
Raymond James Financial Services, Inc. St.AUgustine FL 02/2023 Present
Raymond James Financial Services Advisors, Inc. St.AUgustine FL 02/2023 Present
Previous Registrations
  • 2018-10-08 → 2023-02-27
    Middleburg, FL
    St Louis, MO
    Orange Park, FL
    Saint Augustine, FL
    St Augustine, FL
    Green Cove Springs, FL
Other Businesses

(1)Name of Business: Address: 2776 Pointed Leaf Rd, Green Cove Springs, FL, 32043, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: baking sourdough bread (2)Name of Business: Address: 2776 POINTED LEAF RD, GREEN COVE SPRINGS, FL, 32043, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RED ASPEN NAILS AND COSMETICS (3)Name of Business: Aiple and Holzem Wealth Management Address: 270 Plaza Blvd Ste B4, Saint Augustine, FL, 32086-9304, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/16/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: marketing dba (4)Name of Business: RENAE AIPLE LLC Address: 270 Plaza Blvd Ste B4, Saint Augustine, FL, 32086-9305, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/16/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of llc, used to pay for expenses

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-04
  • S66 Uniform Combined State Law Examination
    2018-10-04
Designations
Other Names
  • Renae Michelle Halter
  • Renae Michelle Holzem

View on SEC IAPD

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