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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-28 |
Branch Locations
3800 Citigroup Center Drive Building F, Tampa, FL 33610 • United States
388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES
North Port, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 01/2016 | 09/2021 |
| Indulge Right Now Llc | North Port | FL | 01/2017 | 12/2018 |
| Citigroup | Tampa | FL | 09/2021 | Present |
1)Name of Business : Indulge Right Now LLC dba Indulge Address: North Port, FL Nature of the Business: Business Owner Position/Title: Officer - CEO Investment Related:No Start Date: 01/01/2017 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: As owner and chocolatier, my role is to create the products we will sell. Product sales will occur at weekend arts and craft fairs and farmer's markets. /////Eagle Ray Investment LLC; Purchasing real estate tax liens; Investment-related; North Port, FL; Affiliation started on 01/01/2021; Title: President/ Owner; Duties: Purchase tax sale certificates periodically throughout the year on tax delinquent properties.; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-05 |
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