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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
Branch Locations
11200 Seminole Blvd Suite 306, Largo, FL 33778 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Ft Myers | FL | 06/2018 | 10/2018 |
| Massachusetts Mutual Life Insurance Company | Ft Myers | FL | 01/2018 | 10/2018 |
| Coeli Wealth Management | Uppsala | 08/2002 | 02/2017 | |
| Unemployed | Clearwater | FL | 04/2017 | 11/2017 |
| Nylife Securities Llc | Sunrise | FL | 11/2018 | 08/2024 |
| New York Life Insurance Company | Sunrise | FL | 10/2018 | 09/2024 |
| Coastal Wealth | Fort Myers | FL | 11/2017 | 10/2018 |
| Unemployed | Peachtree City | GA | 09/2016 | 04/2017 |
| Fisher Investments | Tampa | FL | 03/2025 | 12/2025 |
| Unemployed | Clearwater | FL | 09/2024 | 03/2025 |
| Raymond James Financial Services, Inc. | Largo | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Largo | FL | 03/2026 | Present |
| Unemployed | Clearwater | FL | 12/2025 | 03/2026 |
(1) Name of Business: All Seasons Wealth Address: 11200 Seminole Blvd Ste 306, Largo, FL, 33778, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Relationship Manager. Assisting a licensed Financial Advisor with an existing book of business. Daily tasks include answering client phone calls, scheduling meetings, submitting trade requests, working closely with the existing Operations team of CRMs and Advisors. (2) Name of Business: Bayview Condominiums Clearwater Association, INC Address: 700 N Osceola Ave, Clearwater, FL, 33755, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Discuss issues and concerns with the other board members and property management company. As a tresurer pay the bills for the association.\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-24 |
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