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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-02-23 |
| TX | RA | APPROVED_RES | 2021-02-22 |
Branch Locations
31 Beach Road Suite A204, Vineyard Haven, MA 02568 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Vineyard Haven | MA | 05/2009 | 02/2021 |
| Raymond James Financial Services, Inc. | Vineyard Haven | MA | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Vineyard Haven | MA | 02/2021 | Present |
(1) Name of Business: 31 Beach Road Condo Association Address: 31 Beach Road, Vineyard Haven, MA, 02568, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Secretary Investment Related: No Start Date: 07/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Secretary to Condo Assoc Board governing the building in which I own a unit and which our practice is operated. (2) Name of Business: Amity Properties, LLC Address: 31 Beach Rd Ste A204, Vineyard Haven, MA, 02568-2600, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/09/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: single commercial property management, which is office location (3) Name of Business: Lightshp Capital Management Address: 31 Beach Road, Vineyard Haven, MA, 02568, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: sole owner of operating entity contracted with Raymond James Financial Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-02 |
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