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221 E. 4Th Street Suite 2700, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-15 |
Branch Locations
601 21St Street Suite 300, Vero Beach, FL 32960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Stuart | FL | 10/1998 | 05/2022 |
| Wedbush Securities | Vero Beach | FL | 07/2022 | 09/2022 |
| Brm Investment Management | Vero Beach | FL | 11/2022 | Present |
Name of Business : Vero Beach High School Baseball Booster Address: Vero Beach , FL Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related: No Start Date: 04/18/2019 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Board Member-Attending Monthly meetings, supporting baseball team on various events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-09 |
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