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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-14 |
| FL | RA | APPROVED | 2024-01-23 |
Branch Locations
9995 Gate Pkwy N Suite 300, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Jacksonville | FL | 02/2019 | 01/2024 |
| Cvs Health | Jacksonville | FL | 05/2016 | 02/2019 |
| University Of North Florida | Jacksonville | FL | 05/2014 | 12/2018 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 01/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 01/2024 | Present |
| Coastal Oak Wealth Advisors | Jacksonville | FL | 01/2024 | Present |
(1)Name of Business: Address: 814 1st St N Apt 307, Jacksonville Beach, FL, 32250, United States Activity Type: Personal/Private Investment Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/21/2024 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 rent out a vehicle on a platform called Turo to customers similar to Hertz, Avis, Budget etc..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-29 |
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