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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 2020-01-09
  • FL RA
    APPROVED
    Since 2020-01-09

Branch Locations

720 Rugby St Suite 200, Orlando, FL 32804 • 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
Royal Alliance Associates Clermont FL 05/2013 01/2020
Raymond James Financial Services, Inc. Clermont FL 01/2020 Present
Raymond James Financial Services Advisors, Inc. Clermont FL 01/2020 Present
University Of Central Florida And Lake Sumter State College Orlando FL 01/2020 Present
University Of Central Florida Orlando FL 01/2020 Present
  • 05/2013 → 01/2020
    Royal Alliance Associates
    Clermont, FL
  • 01/2020 → Present
    Raymond James Financial Services, Inc.
    Clermont, FL
  • 01/2020 → Present
    Clermont, FL
  • 01/2020 → Present
    University Of Central Florida And Lake Sumter State College
    Orlando, FL
  • 01/2020 → Present
    University Of Central Florida
    Orlando, FL
Previous Registrations
  • 2013-05-24 → 2020-01-09
    Scottsdale, AZ
    Clermont, FL
    Orlando, FL
  • 2011-01-05 → 2013-05-24
    Winter Haven, FL
  • 2011-06-02 → 2011-12-31
    Investors Capital Corp.
    Winter Garden, FL
    Winter Haven, FL
    Lynnfield, MA
    Winter Haven, FL
Other Businesses

(1)Name of Business: Bilka Address: 10925 Autumn Song Court, Orlando, FL, 32825, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/05/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee (2)Name of Business: Bilka Dan Address: 10925 Autumn Song Ct., Orlando, FL, 32825-7426, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: No Start Date: 10/08/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Daniel Bilka is my father. He is in a nursing home. I have full financial and health care responsibility for him. I pay his bills, communicate with the nursing home, the Elder Care attorney, doctors, nurses etc. (3)Name of Business: DB Wealth Management Address: 720 Rugby St. Suite 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my business/marketing name. I do not engage in any formal transactions or compensation related to my financial planning practice outside of RJFS. (4)Name of Business: University of Central Florida and Lake Sumter State College Address: 10925 Autumn Song Court, Orlando, FL, 32825, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 01/06/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-07
  • S66 Uniform Combined State Law Examination
    2010-10-07
Designations

View on SEC IAPD

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