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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
Branch Locations
1000 Primera Blvd, Lake Mary, FL 32746 • United States
101 E. 25Th Street, Sanford, FL 32771 • United States
920 Saxon Blvd., Orange City, FL 32763 • United States
855 S. State Road 434, Forest City, FL 32714 • United States
8040 U.S. Highway 441, Leesburg, FL 34788 • United States
1948 W. County Road 419, Oviedo, FL 32766 • United States
901 E. State Road 434, Longwood, FL 32750 • United States
947 N Mills Ave, Orlando, FL 32803 • United States
847 S. Orange Blossom Trail, Apopka, FL 32703 • United States
15830 U.S. Highway 441, Eustis, FL 32726 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake Mary | FL | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Mary | FL | 05/2026 | Present |
| University Of Central Florida | Orlando | FL | 05/2015 | 08/2017 |
| Truist Investment Services, Inc. | Winter Park | FL | 04/2013 | 05/2026 |
| Truist Advisory Services, Inc. | Winter Park | FL | 09/2016 | 05/2026 |
(1)Name of Business: Addition Bank Address: 1000 Primera Blvd, lake Mary, FL, 32746-2194, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/19/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I will be meeting with clients to build financial plans, gather assets information, and make investment recommendations. (2)Name of Business: Addition Financial Wealth Management Address: 1000 Primera Blvd, Lake Mary, FL, 32746-2194, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/18/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Gather client information to make an educated recommendation regarding their financial assets. Retirement planning, goals based financial planning, and investment strategy recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-07 |
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