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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-18 |
Branch Locations
301 East Pine Street Suite 1100, Orlando, FL 32801 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Orlando | FL | 06/2006 | 05/2017 |
| Bank Of America,Na | Orlando | FL | 12/2009 | 05/2017 |
| Raymond James & Associates | Orlando | FL | 05/2017 | Present |
(1)Name of Business: Personal Vacation Property Garage Rental Address: 1345 N Highway A1A, Indialantic, FL, 32903, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vacation property garage rental
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-21 |
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