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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-27 |
| FL | RA | APPROVED | 2012-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Sevices, | Orlando | FL | 08/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Orlando | FL | 07/2012 | Present |
(1)Name of Business: Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/11/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is the LLC that runs our payroll and benefits. I am not an owner on this LLC (2)Name of Business: Agility Wealth Management Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This will be our new team name starting January 1st 2021. (3)Name of Business: Agility Wealth Management Casper Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor for the new office acquired through acquisition (4)Name of Business: Eleven Atlantic Address: 442 3rd St, Neptune Beach, FL, 32266-5111, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA.\n (5)Name of Business: McCann Solutions LLC Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 01/24/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is my personal LLC where I deposit my commissions from Raymond James (6)Name of Business: WMM Group LLC Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Opened WMM LCC to pay the bills and payroll of Jacksonville branch 7mu05.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-04 |
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