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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-10-03
TX RA APPROVED 2011-09-15
PA RA APPROVED 2011-08-22
  • FL RA
    APPROVED
    Since 2011-10-03
  • TX RA
    APPROVED
    Since 2011-09-15
  • PA RA
    APPROVED
    Since 2011-08-22

Branch Locations

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

2713 1St Avenue N., St. Petersburg, FL 33713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2011 → Present
    Raymond James Financial Services, Inc.
    St. Petersburg, FL
  • 08/2011 → Present
    St. Petersburg, FL
  • 05/2015 → Present
    Frey Masterson Investment Advisors, Llc
    St Petersburg, FL
  • 05/2016 → Present
    Amp Agency
    St, Petersburg, FL
  • 04/2017 → 04/2018
    Lynch And Associates
    St Petersburg, FL
  • 02/2017 → 02/2018
    First Bandwidth Bank
    St. Petersburg, FL
  • 09/2018 → 01/2023
    Vault Retirement Services
    St. Petersburg, FL
  • 08/2013 → Present
    Masterson Investment Advisors
    St. Petersburg, FL
  • 08/2013 → Present
    Frey Masterson Investment Advisors
    St. Petersburg, FL
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-18
  • S66 Uniform Combined State Law Examination
    2011-08-18

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