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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-07 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Safety Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Associates | St. Petersburg, Fl | FL | 02/2016 | 11/2018 |
| Raymond James Financial Services,Inc | Saint Petersburg | FL | 11/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Saint Petersburg | FL | 11/2018 | Present |
| Innovatier Inc. | Safety Harbor | FL | 03/2025 | Present |
(1) Name of Business: 3 Littles & Loaves Address: 56 Bishop Creek Drive, Safety Harbor, FL, 34695, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/03/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist my wife with bookkeeping and business advice. (2) Name of Business: Innovatier Inc. Address: 56 Bishop Creek Drive, Safety Harbor, FL, 34695, United States Activity Type: Part-Time Activity/Employment Position/Title: Officer - President Investment Related: No Start Date: 02/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Annual accounting and quarterly updates for shareholders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-09 |
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