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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-12-13 |
| IN | RA | APPROVED | 2009-05-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Hartford City | IN | 05/2009 | Present |
| Taylored Financial Llc | Harford City | IN | 05/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Hartford City | IN | 05/2011 | Present |
(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 07/01/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: lender (2)Name of Business: Taylored Consulting, LLC Address: 320 Huggins Dr, Hartford City, IN, 47348-8999, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 07/02/2027 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: only member, this will be where Tom Davis, Brian Osner, Taylor Davis and Zion Osner, White River Wealth Advisors, Raymond James will be paying for book of business. they will pay taylored consulting earnings as i transition and introduce clients to them, tily, llc is where they will pay me rent for the building, taylored financial,llc they will pay me for the loan over 7 1/2 years. (3)Name of Business: Taylored Financial LLC Address: 320 W. Huggins Drive, Hartford City, IN, 47348, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: pass through entity (4)Name of Business: Tily, Llc Address: 320 W. Huggins Drive, Hartford City, IN (Taylored Financial pays rent to TILY, LLC of which my wife, Hartford City, IN, 47348, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/10/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: my wife and i are the only members of TILY, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-08 |
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