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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-10-03 |
| TX | RA | APPROVED | 2011-09-15 |
| PA | RA | APPROVED | 2011-08-22 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
2713 1St Avenue N., St. Petersburg, FL 33713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 06/2011 | Present |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 08/2011 | Present |
| Frey Masterson Investment Advisors, Llc | St Petersburg | FL | 05/2015 | Present |
| Amp Agency | St, Petersburg | FL | 05/2016 | Present |
| Lynch And Associates | St Petersburg | FL | 04/2017 | 04/2018 |
| First Bandwidth Bank | St. Petersburg | FL | 02/2017 | 02/2018 |
| Vault Retirement Services | St. Petersburg | FL | 09/2018 | 01/2023 |
| Masterson Investment Advisors | St. Petersburg | FL | 08/2013 | Present |
| Frey Masterson Investment Advisors | St. Petersburg | FL | 08/2013 | Present |
(1) Name of Business: COBYMARK, LLC Address: 2713 1st Ave N, St. Petersburg, FL, 33713, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 05/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Real Estate Holding Company (2) Name of Business: Freilly Properties, LLC Address: 7381 18th St NE, St Petersburg, FL, 33702, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (3) Name of Business: Island Investments Ltd Address: 7381 18th St NE, St Petersburg, FL, 33702, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial Property (4) Name of Business: Marketing Designs and Research Address: 7381 18th St NE, St Petersburg, FL, 33702, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/05/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owns 1% interest in island Investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
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