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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-03 |
Branch Locations
309 S.E. Osceola Street Suite 300, Stuart, FL 34994 • United States
Stuart, FL • 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 |
|---|---|---|---|---|
| Comerica Securities, Inc. | Palm Beach Gardens | FL | 10/2009 | 04/2024 |
| Ameriprise Financial Services, Llc | Palm Beach Gardens | FL | 08/2023 | 04/2024 |
| Raymond James & Associates, Inc. | Stuart | FL | 04/2024 | Present |
(1)Name of Business: Reagan Alexander Holdings, LLC Address: 6842 SE Pierre Circle, Stuart, FL, 34997, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 12/31/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This entity is owned and operator 100% by my wife Stacia. She might use joint assets to purchase a rental property for our daughter to live while at Indiana University. My daughter would more than likely have roommates paying rent. (2)Name of Business: Reagan Alexander Holdings, LLC. Address: 6842 SE Pierre Cir, Stuart, FL, 34997, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 05/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife (Stacia) is the owner / president and my daughter (Reagan) is a member of the LLC. (3)Name of Business: St. Joseph Catholic Church Address: 1200 SE 10th St, Stuart, FL, 34994, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/20/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance Council Member. Provide advice regarding budgeting and fundraising for the church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-01 |
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