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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville | FL | 06/2019 | 06/2026 |
| Latter And Blum Realty | New Orleans | LA | 12/2014 | 09/2016 |
| Flagship Management | Delray Beach | FL | 09/2016 | 12/2016 |
| Homemaker - Stay At Home Parent | Gainesville | FL | 12/2016 | 09/2017 |
| Team Descartes - Self Employed | Gainesville | FL | 09/2017 | 06/2019 |
| Bank Of America, N.A. | Gainesville | FL | 09/2019 | 06/2026 |
| Orion Advisory Partners | Newberry | FL | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Newberry | FL | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Newberry | FL | 06/2026 | Present |
(1)Name of Business: The Boatbike LLC Address: 3724 NW 40th St, Gainesville , FL, 32606, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Online family business to sell hats and patches. My spouse and I are the owners. I help with marketing and planning. (2)Name of Business: Urban Yachting Club Address: 3724 NW 40th St, Gainesville, FL, 32606, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/13/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Urban Yachting Club is a DBA for Boatbike LLC. The main activity is an online store for selling hats. It is a family activity, with my wife as co-owner and our daughter handling order fulfillment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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