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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-07 |
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