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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED_RES | 2025-01-21 |
| GA | RA | APPROVED | 2023-11-09 |
Branch Locations
Winter Garden, FL • United States
3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Louisville | KY | 03/2012 | 12/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2012 | 12/2019 |
| Ameriprise Financial Services, Inc | Orlando | FL | 12/2019 | 11/2023 |
| Raymond James & Associates, Inc. | Wintergarden | FL | 11/2023 | Present |
(1)Name of Business: CSGolf LLC Address: 6379 New Independence Pkwy, Winter Garden, FL 34787, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/25/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the founder and establisher of this business which is for my son's, Cam Smith, college golf NIL and then professional golf career. Once he turns pro, I will "sell" him the business 100% and no longer be a part of this LLC. \n\nPrimary purpose is to accept NIL and other sponsor contract dollars and to have a formal structure for offsetting income and expenses with caddy costs, travel costs, and entry fees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2004-12-04 |
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