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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 2021-05-25
  • FL RA
    APPROVED
    Since 2021-05-25

Branch Locations

20635 Amberfield Drive Suite 102, Land O Lakes, FL 34638 • 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
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
  • 08/2016 → 05/2019
    University Of South Florida
    Tampa, FL
  • 05/2017 → 06/2019
    Publix
    Belleair Bluffs, FL
  • 06/2019 → Present
    Raymond James Financial Services Inc
    Land O' Lakes, FL
  • 05/2021 → Present
    Land O Lakes, FL
  • 06/2019 → Present
    Independent Financial Services
    Land O'LAkes, FL
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
  • S66 Uniform Combined State Law Examination
    2021-02-19
Other Names
  • Alex Ezra

View on SEC IAPD

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