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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-05-06
TX RA APPROVED 2009-01-02
  • FL RA
    APPROVED
    Since 2009-05-06
  • TX RA
    APPROVED
    Since 2009-01-02

Branch Locations

3977 Commons Dr W Ste O, Destin, FL 32541 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1996 → Present
    Real Estate
    Destin, FL
  • 12/2002 → Present
    Raymond James Financial Services
    Destin, FL
  • 09/1996 → Present
    Center For Life Long Learning
    Ft Walton Beach, FL
  • 05/2008 → 10/2019
    Life Time Planning Strategies
    Destin, FL
  • 01/2009 → Present
    Destin, FL
  • 09/2010 → Present
    Support Company
    Destin, FL
Previous Registrations
  • 1993-07-30 → 2002-12-13
    Prudential Equity Group, Llc
    Destin, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-26
S63 Uniform Securities Agent State Law Examination 1993-02-12
  • S65 Uniform Investment Adviser Law Examination
    1993-02-26
  • S63 Uniform Securities Agent State Law Examination
    1993-02-12

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