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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-30 |
| FL | RA | APPROVED | 2008-02-19 |
Branch Locations
777 S Harbour Island Blvd Ste 375, Tampa, FL 33602 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Tampa | FL | 02/2008 | Present |
| Florida Council On Economic Education | Tampa | FL | 06/2010 | Present |
(1) Name of Business: Address: 2403 S. Carolina Avenue, Tampa, FL, 33629, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/11/1988 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own an interest in all properties. I provide financial resources as needed. I help with decision making. I pay taxes on the properties (2) Name of Business: Andrea Graham, Spencer Simon & Geoff Simon Residential Investment Real Estate Address: 2403 S. Carolina Avenue, Tampa, FL, 33629, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/07/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife, son and I are joint owners of the properties. They handle all bill paying, rent collection, and property maintenance. Periodically I inspect the properties to assess maintenance requirements. My son co-manages the properties with my wife Andrea. (3) Name of Business: lieber Address: 2403 S. Carolina Avenue, Tampa, FL, 33629, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/22/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Trustee/Successor Trustee. Trustee to provide for the health and well being of my cousin Janice Ruth Lieber. Work with other trustees to ensure Janice is provided for during her lifetime, and ensure the trust assets are managed and transferred properly in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-11 |
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