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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Federal Financial Services | Lake City | FL | 07/2003 | Present |
| Raymond James Financial Services, Inc. | Lake City | FL | 12/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Lake City | FL | 01/2009 | Present |
| The Lake City - Columbia County Chamber Of Commerce Bedc | Lake City | FL | 01/2016 | 12/2023 |
(1)Name of Business: First Presbyterian Church Address: 697 SW Baya Drive, Lake City , FL, 32055, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 07/24/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of a committee that reviews the church's finances on a monthly basis. (2)Name of Business: Ann's Ambassador Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/05/2024 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 the co-trustee for my aunt's marital trust. She is the other co-trustee and I will be working with her to manage the assets which are all held at Raymond James. (3)Name of Business: Brown Address: 4641 W US Hwy 90, Lake City, FL, 32055, United States Activity Type: Control Person Position/Title: Successor trustee (Acting) Investment Related: Yes Start Date: 10/21/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Successor trustee for my Uncle's revocable trust. (4)Name of Business: Florida Gateway College Foundation Address: 443 E. Duval Street, Lake CIty, FL, 32055, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 09/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A member of the Finance Committee, which is responsible for overseeing the finances of the Foundation. (5)Name of Business: Moses Wealth Advisors, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch. (6)Name of Business: Odom Moses & Company, LLP Address: 4641 W US Hwy 90, Lake City, FL, 32055, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 07/31/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Full responsibilities as a partner of the firm. (7)Name of Business: Zampella Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/28/2024 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 the co-trustee for my cousin's trust, which she received from her father. I became the successor trustee of his revocable trust after his passing. My cousin will be the other co-trustee and we will manage her assets together. All of the assets for this trust will be held here at RJ.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-05 |
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