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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services, Inc. | Orlando | FL | 03/2000 | 09/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2016 | 09/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2016 | 09/2025 |
| Raymond James Financial Services Inc. | Orlando | FL | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Orlando | FL | 09/2025 | Present |
(1) Name of Business: Address: 12954 Tanja King Blvd, Orlando, FL, 32828, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 09/13/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The solicitation and sales of non-variable insurance products. (2) Name of Business: Eastside Vision, LLC Address: 12954 Tanja King Blvd, Orlando, FL, 32828, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/03/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Own office space in which I work (3) Name of Business: Lakepark Wealth Group Address: 12954 Tanja King Blvd, Orlando, FL, 32828, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/25/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is the recruiting/marketing for our organization. (4) Name of Business: Vision Wealth Advisors, LLC Address: 12954 Tanja King Blvd, Orlando, FL, 32828, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/25/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manager of organization. The name is for my Financial Planning, Wealth management and marketing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
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