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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-01-22 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Bartonville, IL • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tc Shape U | Sarasota | FL | 10/2009 | Present |
| Raymond James Financial Services | St. Petersburg | FL | 11/2012 | Present |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 01/2013 | Present |
| Take Shape For Life | Tampa | FL | 01/2014 | Present |
| Optavia | Tampa | FL | 01/2014 | Present |
(1) Name of Business: Trilivy Address: 4207 S Dale Mabry Hwy Unit 5110, Tampa, FL, 33611, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 01/20/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am in a support role and support my wife who is a certified health coach.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-17 |
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