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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-18 |
| FL | RA | APPROVED | 2009-03-31 |
Branch Locations
9180 Estero Park Commons Suite 8, Estero, FL 33928 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Estero | FL | 07/2001 | Present |
| Raymond James Finacial Services Advisors, Inc. | Estero | FL | 09/2009 | Present |
| King Eller, Llc | Estero | FL | 06/2006 | Present |
| Estero High School | Estero | FL | 02/2022 | 06/2024 |
(1)Name of Business: Falk Address: 21516 Belhaven Way, Estero , FL, 33928, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 12/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executor for her estate (2)Name of Business: Healthy Start Address: board meeting loacations change, Fort Myers, FL, 33919, United States Activity Type: Non profit Position/Title: Officer - Vice President Investment Related: Yes Start Date: 12/16/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: participate on executive commitee and monthly board meetings (3)Name of Business: King Eller, LLC Address: 9180 Estero Park Commons #8 Estero FL 33928, Estero, FL, 33928, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of office (4)Name of Business: King Eller, LLC Address: 9180 Estero Park Commons #8 Estero, FL 33928, Estero, FL, 33928, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/30/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is my bus. that ownes my office and pays the bills, etc. (5)Name of Business: NA Address: 9180 Estero Park Commons #8 Estero, FL 33928, Estero, FL, 33928, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/05/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Health Insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-26 |
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