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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-09 |
| FL | RA | APPROVED | 2019-04-03 |
Branch Locations
Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • United States
Webster, FL • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lady Lake | FL | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lady Lake | FL | 11/2016 | 04/2019 |
| Raymond James & Associates | The Villages | FL | 04/2019 | Present |
(1)Name of Business: Med Assist of FL, LLC Address: 10334 SW 15th Dr, Webster, FL, 33597, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a certified nurse practitioner my wife is starting a med spa. I am only on the LLC in case something happens to her and I need to access any accounts (2)Name of Business: Reel Tight Precision, LLC Address: 10334 SW 15th Dr, Webster, FL, 33597, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 04/23/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member of occasional charter service. Utilizing professional captains. (3)Name of Business: RNR Landholdings LLC Address: 10334 SW 15th Dr, Webster, FL, 33597, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 04/02/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife owns a farm that I help with
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-24 |
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