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450 S Orange Ave 3Rd Floor, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
Branch Locations
450 S Orange Ave 3Rd Floor, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Winter Park | FL | 02/2013 | 02/2019 |
| Collaborative Wealth Management, Inc. | Lake Mary | FL | 02/2019 | 12/2025 |
| Structure Wealth Partners Llc | Orlando | FL | 12/2025 | Present |
(1) University Club of Winter Park Address: Winter Park, FL Nature of the Business: Board Position/Title: Board Member Investment Related: No Start Date: May 2025 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Review reports and vote on issues before the board (2) Tres Bich LLC dba Joan Giles Collection Address: Winter Park, FL Nature of the Business: Jewelry Store Position/Title: Administrative and technical support Investment Related: No Start Date: 04/01/2019 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: Administrative and technical support
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-02 |
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