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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2023-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apcm Wealth Management For Individuals | Anchorage | AK | 06/2018 | 03/2021 |
| Alaska Permanent Capital Management | Anchorage | AK | 01/2018 | 05/2018 |
| University Of Alaska Southeast | Juneau | AK | 07/2017 | 05/2018 |
| Near Island Coffee | Kodiak | AK | 12/2012 | 07/2017 |
| Unemployed | Wasilla | AK | 04/2021 | 07/2021 |
| Raymond James Financial Services, Inc. | Kodiak | AK | 08/2021 | Present |
| Haven Financial Partners | Kodiak | AK | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Kodiak | AK | 02/2023 | Present |
(1)Name of Business: Address: 1512 Yanovsky st. , Kodiak , AK, 99615, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/19/2022 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 own a duplex. I live on one side and rent the other side out. I use Airbnb to list the unit and manage the bookings. (2)Name of Business: Haven Financial Partners Address: 1627 Mill Bay Rd, Kodiak, AK, 99615-6235, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Associate Financial Advisor (3)Name of Business: Nautical Nook LLC Address: 1512 Yanovsky st., Kodiak, AK, 99615, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/25/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC established for the residential rental property I own. I rent the property as short and long-term depending on the rental market and time of year. Most business is conducted through AirBnB.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-05 |
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