Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-10-25
FL RA APPROVED 2009-06-25
  • TX RA
    APPROVED_RES
    Since 2016-10-25
  • FL RA
    APPROVED
    Since 2009-06-25

Branch Locations

720 Rugby Street Suite 200, Orlando, FL 32804 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Orlando FL 04/2006 Present
Independent Contractor Orlando FL 05/2006 05/2022
K Brain Orlando FL 05/2012 05/2022
Raymond James Financial Services Advisors Inc Orlando FL 01/2009 Present
Att Orlando FL 05/2006 02/2022
Agility Advisor Group Orlando FL 08/2018 05/2025
  • 04/2006 → Present
    Raymond James Financial Services
    Orlando, FL
  • 05/2006 → 05/2022
    Independent Contractor
    Orlando, FL
  • 05/2012 → 05/2022
    K Brain
    Orlando, FL
  • 01/2009 → Present
    Orlando, FL
  • 05/2006 → 02/2022
    Att
    Orlando, FL
  • 08/2018 → 05/2025
    Agility Advisor Group
    Orlando, FL
Previous Registrations
Other Businesses

(1)Name of Business: Agility Wealth Management Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/15/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is my Team marketing name support company. I manage the entire team (2)Name of Business: Agility Wealth Management Casper Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner Support Company for our Casper WY Branch (3)Name of Business: BCW Financial Consultants, LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/23/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help with payroll and benfits offered to our employees (4)Name of Business: BCW Property Mangement, LLC Address: 720 Rugby St, Orlando, FL, 32804, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/02/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that I own with Scott Brown. We purchased a commercial building that we use for our wealth management practice. (5)Name of Business: NA Address: 720 Rugby St #200 Orlando Fl 32804, Orlando, FL, 32804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/30/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 401K Plan that was sold over 15 yrs ago that is a split between me and a non RJ broker. (6)Name of Business: Paul S Wood PA Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: personal s corp that I deposit 1099 incoem from RJ and then pay my business expenses. (7)Name of Business: WMM Group, LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of S-Corp that we opened for our Jacksonville practice and pay bills and payroll for the practice.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-05-10
  • S63 Uniform Securities Agent State Law Examination
    1996-05-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor