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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-03-02 |
| FL | RA | APPROVED | 2009-08-03 |
Branch Locations
2531 Landmark Drive Suite 201, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Clearwater | FL | 08/2007 | Present |
| 3104 Northwood Office Park, Llc | Clearwater | FL | 10/2007 | Present |
| Tampa Bay Financial Planning | Clearwater | FL | 04/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Clearwater | FL | 01/2009 | Present |
(1)Name of Business: 3104 Northwood Office Park LLC Address: 2531 Landmark Drive Suite 201, Clearwater, FL, 33761, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/18/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner for LLC that owns office condo where RJFS business is conducted. (2)Name of Business: Tampa Bay Financial Planning Address: 2531 Landmark Dr Ste 201, Clearwater, FL, 33761, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/11/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Disclosure of Support Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-03 |
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