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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-04 |
| FL | RA | APPROVED | 2009-08-12 |
Branch Locations
11065 Countryway Blvd, Tampa, FL 33626 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tampa | FL | 08/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Tampa | FL | 01/2009 | Present |
| Spence And Gold Financial | Spence And Gold Financial | FL | 07/2008 | Present |
(1)Name of Business: Address: 12713 Benty Way, Odessa, FL, 33556, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own a condo unit at the Isle of Sand Key in Clearwater Florida. We will occasionally rent our unit for a 3 month period possibly once a year. (2)Name of Business: Robert & Patricia Gold Address: 12713 Benty Way, Odessa, FL, 33556, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 06/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Act as a Personal Representative both of my parent's estate. (3)Name of Business: Robert & Patricia Gold Address: 12713 Benty Way, Odessa, FL, 33556, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 06/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. Act as Durable Power of Attorney for my mother. Patricia Gold (4)Name of Business: Spence and Gold Financial Address: 11065 Countryway Blvd. Tampa, FL 33626, Tampa, FL, 33626, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/08/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Our support company - We do not hold out to public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-11 |
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