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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-05-06 |
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate | Destin | FL | 09/1996 | Present |
| Raymond James Financial Services | Destin | FL | 12/2002 | Present |
| Center For Life Long Learning | Ft Walton Beach | FL | 09/1996 | Present |
| Life Time Planning Strategies | Destin | FL | 05/2008 | 10/2019 |
| Raymond James Financial Services Advisors, Inc | Destin | FL | 01/2009 | Present |
| Support Company | Destin | FL | 09/2010 | Present |
1) SURF DWELLER RENTAL UNIT, FT WALTON BEACH, FL. BUSINESS IS NOT INVESTMENT RELATED. I AM THE OWNER OF A RENTAL PROPERTY SINCE 11/1/2002. 1 HOUR PER MONTH DEVOTED TO THE BUSINESS, NONE DURING TRADING HOURS. 2) MILITARY FAMILY PERSONAL FINANCIAL COUNSELING - DESTIN, FL. INDEPENDENT CONTRACTOR. 2 HOURS WEEKLY, 0 DURING TRADING HOURS. 3) OWNER OF SUPPORT COMPANY LLC - DESTIN, FL. STARTED 9/22/2010. 1 HOUR WEEKLY, 1 DURING TRADING HOURS. 4) SURFDWELLER CONDO ASSOCIATION - WALTON BEACH, FL. PRESIDENT OF CONDO ASSOCIATION. STARTED 02/07/2011 TO PRESENT. 2 HOURS WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 5) 3997 COMMONS DRIVE W. STE D, DESTIN, FL NATURE OF THE BUSINESS: ACCOUNTING/CPA POSITION/TITLE: PROPRIETOR/OWNER INVESTMENT RELATED:NO START DATE: 06/01/2007 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 4 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 1 DESCRIPTION OF DUTIES: ACTIVITY TO RECEIVE COMMISSIONS AND PAY EXPENSES. 6) Lifetime Planning. Address: Destin, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 10/17/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: owner, used for payroll and expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-12 |
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