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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-16 |
| FL | RA | APPROVED | 2018-01-26 |
Branch Locations
174 W. Comstock Ave Suite 104, Winter Park, FL 32789 • United States
24836 W Newberry Road, Newberry, FL 32669 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Newberry | FL | 10/2008 | 01/2018 |
| Raymond James Financial Services, Inc. | Newberry | FL | 01/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Newberry | FL | 01/2018 | Present |
| Not Available | Newberry | FL | 10/2017 | Present |
(1)Name of Business: Address: 24836 W Newberry Rd, Newberry, FL, 32669-2233, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Work with other licensed insurance agents and tax attorneys. (2)Name of Business: Address: 25455 SW 2nd Ave, Newberry, FL, 32669, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/17/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage Airbnb listing. (3)Name of Business: Address: 24836 W Newberry Road, Newberry, FL, 32669, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I was asked during the audit to include my business official (not used in communication) business name: Greg Smith LLC. This is where my income from RJFS and expenses flow through. (4)Name of Business: Address: 18275 NW 46th Ave, Alachua, FL, 32615, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Writing a book during non-business hours. I was asked to disclose this as an OBA. It's not really a for profit endeavor as mentioned below, but is to help with marketing the financial advisory business. (5)Name of Business: Orion Advisory Partners Address: 24836 W Newberry Rd, Newberry, FL, 32669-2233, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This will be our new DBA name for our financial practice at Raymond James. I am the sole owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-02 |
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