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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-04 |
| FL | RA | APPROVED | 2020-02-11 |
Branch Locations
7552 Navarre Parkway Suite 35, Navarre, FL 32566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Central Florida | Orlando | FL | 08/2015 | 05/2019 |
| The Retreat | Orlando | FL | 10/2016 | 05/2019 |
| Raymond James Financial Services, Inc. | Navarre | FL | 08/2019 | Present |
| Raymond James Financial Services Advisors | Navarre | FL | 02/2020 | Present |
| Soundside Wealth Advisors | Navarre | FL | 08/2019 | Present |
| New York Life | Navarre | FL | 06/2019 | 07/2019 |
(1)Name of Business: Soundside Wealth Advisors Address: 7552 Navarre Pkwy Unit 35, Navarre, FL, 32566-7309, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-28 |
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