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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-06 |
| FL | RA | APPROVED | 2009-06-25 |
Branch Locations
11450 Se Dixie Highway, Hobe Sound, FL 33455 • United States
13700 Us Highway 1 Suite 101, Juno Beach, FL 33408 • 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 Financial Serivces | Juno Beach | FL | 05/2004 | Present |
| Worth Avenue Group, Inc. | Palm Beach | FL | 03/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Juno Beach | FL | 01/2009 | Present |
(1)Name of Business: Address: 1900 SW English Garden Dr. , Palm City , FL, 34990, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: 10207 Adelaide LLC Address: 1900 SW English Garden Dr., Palm City, FL, 34990, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing Member (3)Name of Business: Alton Wealth Management, Inc. Address: 13700 US Hwy 1, Suite 101 , Juno Beach , FL, 33408, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 07/27/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Support company for operational activities. (4)Name of Business: The Worth Avenue Group of Palm Beach, Inc. Address: 5320 Donald Ross Rd, Suite 110, Palm Beach Gardens, FL, 33418, United States Activity Type: Accounting/CPA Position/Title: Officer - CEO Investment Related: No Start Date: 05/23/2005 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: 50% share of S Corp. other FA Guia Brown own 50%. Tax Preparation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-21 |
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