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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-11-29 |
Branch Locations
832 Lincoln Highway, Fairview Heights, IL 62208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2005 | 11/2016 |
| Raymond James Financial Services, Inc | Fairview Heights | IL | 11/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Fairview Heights | IL | 11/2016 | Present |
| Hillcrest Homeowners Association | St. Louis | MO | 09/2019 | 10/2022 |
(1) Name of Business: Caravia Enterprises, LLC Address: 832 Lincoln Highway, Fairview Heights, IL, 62208, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 11/06/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Caravia Enterprises LLC is the real estate holding entity for our business property. Caravia Financial Group LLC (held out to clients) pays rent to Caravia Enterprises LLC. I serve as President of Caravia Enterprises LLC. (2) Name of Business: Caravia Financial Group Address: 832 Lincoln Highway, Fairview Heights, IL, 62208, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/06/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3) Name of Business: CVR Properties LLC Address: 3233 Hawthorne Boulevard, Saint Louis, MO, 63104, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/31/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of short-term rental property. (4) Name of Business: FACT Group II LP Address: 3233 Hawthorne Blvd., St. Louis, MO, 63104, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 07/16/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am 25% partner of FACT Group II LP which is a company created to own investment real estate properties in the St. Louis, MO metropolitan area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-10 |
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