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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-13 |
| NY | RA | APPROVED | 2022-04-13 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Lakeland, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-08 |
| NY | RA | APPROVED | 2022-04-13 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Lakeland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Army Reserves | Deer Park | NY | 04/1987 | 06/2021 |
| Academy Securities | New York | NY | 09/2016 | 07/2017 |
| David Lerner Associates, Inc. | Syosset | NY | 07/2017 | 04/2022 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 04/2022 | Present |
| Raymond James Financial Services, Inc. | Saint Petersburg | FL | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Saint Petersburg | FL | 04/2022 | Present |
(1)Name of Business: Republican Executive Committee Address: 502 century oak court, Lakeland, FL, 33813, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 06/17/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-11 |
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