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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-02-22 |
Branch Locations
25511 Budde Road Suite 2301, The Woodlands, TX 77380 • United States
Galveston, TX • 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 Services, Inc. | The Woodlands | TX | 02/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | The Woodlands | TX | 02/2010 | Present |
| Aventura Retirement Income Partners | The Woodlands | TX | 08/2013 | 10/2017 |
| Aventura Partners, Llc An Independent Firm | The Woodlands | TX | 02/2010 | Present |
| Aventura Family Office | The Woodlands | TX | 01/2017 | Present |
(1)Name of Business: Aventura Family Office Address: 25511 Budde Rd Ste 2301, The Woodlands, TX, 77380, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, President, Financial Advisor (2)Name of Business: Aventura Partners, LLC an Independent Firm Address: 25511 Budde Rd Ste 2301, The Woodlands, TX, 77380, United States Activity Type: Support Company - Owner Position/Title: Officer - President, Officer - Secretary Investment Related: No Start Date: 02/17/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President, Secretary (3)Name of Business: Hill, Susan Address: 25511 Budde Rd Ste 2301, The Woodlands, TX, 77380-2099, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for deceased husband's Bypass Trust (4)Name of Business: Pelican Hill Properties, LLC Address: 1503 Sealy Ave, Galveston, TX, 77550, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 09/03/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent and pay bills associated with real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-30 |
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