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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-25 |
Branch Locations
20635 Amberfield Drive Suite 102, Land O Lakes, FL 34638 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Florida | Tampa | FL | 08/2016 | 05/2019 |
| Publix | Belleair Bluffs | FL | 05/2017 | 06/2019 |
| Raymond James Financial Services Inc | Land O' Lakes | FL | 06/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Land O Lakes | FL | 05/2021 | Present |
| Independent Financial Services | Land O'LAkes | FL | 06/2019 | Present |
(1)Name of Business: Darby Community Church Address: 14745 Bellamy Brothers Blvd, Dade City, FL, 33525, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 01/01/2024 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 advise the leadership team at the church on how to best steward the finances of the church. This includes reviewing reports on bookkeeping for accountability. (2)Name of Business: Independent Financial Services Address: 20635 Amberfield Dr Ste 102, Land O Lakes, FL, 34638, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/05/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor to branch clients. Includes prospecting new clients and meeting with existing clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-19 |
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