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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dothan | AL | 04/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Dothan | AL | 01/2009 | Present |
| Smartbank | Dothan | AL | 04/2023 | Present |
(1)Name of Business: Belle Grove Aero LLC Address: 300 Belle Grove Road, Dothan, AL, 36303, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/11/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member - Owner of LLC for airplane partnership (2)Name of Business: Belle Grove Farms Address: 300 Belle Grove, Dothan, AL, 36303, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/05/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manager/owner (3)Name of Business: Belle Grove Properties LLC Address: 1676 Whatley Drive, Dothan, AL, 36303, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/04/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of a commercial office building (4)Name of Business: Klosky and Associates Address: 1676 Whatley Drive, Dothan, AL, 36303, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/04/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Previous LLC used as Independent Advisor with RJFS. Will be terminating in 2025. I provided financial planning and investment advice as an independent contractor with RJFS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
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