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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-07 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
1950 Cypress Gardens Blvd Suite C, Winter Haven, FL 33884 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2009 | 11/2023 |
| Raymond James Financial Services, Inc. | Winter Haven | FL | 11/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Winter Haven | FL | 11/2023 | Present |
(1)Name of Business: Address: 809 Carlton Ct, Winter Haven, FL, 33884, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 02/26/2025 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 own and control the website irastrategy.com (2)Name of Business: Horizon Wealth Planning LLC Address: 1950 Cypress Gardens Blvd Ste C, Winter Haven, FL, 33884-1925, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/03/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner (3)Name of Business: Rooted In Wisdom Address: 1950 Cypress Gardens Blvd Ste C, Winter Haven, FL, 33884-1925, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/18/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Faith Based Decision Making and Faith Based Finance( Generalized Finance/budget,etc. non-investment related) Seminars and Coaching. Rooted in Wisdom is a Christian based Decision guidance Framework, Based on a personality based assessment and progressing through purpose.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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