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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-04 |
Branch Locations
2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • United States
8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 06/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 07/2024 |
| Raymond James & Associates, Inc | Sarasota | FL | 03/2025 | Present |
| Unemployed | Sarasota | FL | 07/2024 | 03/2025 |
(1)Name of Business: Address: 6271 Anise Drive, Sarasota, FL, 34238, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 6271 Anise Drive, Sarasota, FL, 34238, United States Activity Type: Mortgage Broker or Origination Position/Title: Other Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Acquire my NMLS (3)Name of Business: 58 Holdings LLC Address: 6271 Anise Drive, Sarasota, FL, 34238, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/16/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: JADM Holdings LLC Address: 6271 Anise Drive, Sarasota, FL, 34238, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Established LLC for real estate holdings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-15 |
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