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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Huntersville | NC | 02/2026 | Present |
| Foresight Sports | San Diego | CA | 01/2022 | 01/2026 |
| Izea | Orlando | FL | 09/2011 | 01/2022 |
(1)Name of Business: Forge Financial Address: 136 W B Ave, Kingman, KS, 67068-1309\n, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Employee and financial advisor (2)Name of Business: Neoteric Brewing Address: 14220 Oakhill Park Lane, Huntersville, NC, 28078, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1% ownership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
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