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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-01-10 |
Branch Locations
301 East Pine Street Suite 1100, Orlando, FL 32801 • 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 & Assoc., Inc. | Orlando | FL | 11/2004 | Present |
(1)Name of Business: Davis Address: 2232 Stillinton St, Orlando, FL, 32835, United States Activity Type: Control Person Position/Title: Other (Acting), Health care POA (Named Only), Power of Attorney (Acting) Investment Related: Yes Start Date: 03/12/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. There are no daily duties. If his social worker has questions or if my brother needs help with health decisions I would be called upon.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-23 |
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