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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2011-09-08 |
| IL | RA | APPROVED | 2011-08-19 |
Branch Locations
4541 N Prospect Road Ste 400, Peoria Heights, IL 61616 • United States
Bonita Springs, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Peoria | IL | 08/2011 | Present |
(1)Name of Business: FLF Legacy Funds Address: 6535 Maplecrest Rd., Fort Wayne, IN, 46835, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2025 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 will be a general board member of this Christian non-profit organization (2)Name of Business: Hilltop Partners V LLC Address: 86 Sapphire Pt., Morton, IL, 61550, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/11/2021 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 passive interest, no responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 1992-05-13 |
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