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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 2021-03-19
TX RA APPROVED 2021-03-12
  • FL RA
    APPROVED
    Since 2021-03-19
  • TX RA
    APPROVED
    Since 2021-03-12

Branch Locations

8143 State Road 54 Suite 106, Trinity, FL 34655 • United States

Odessa, FL • 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
Wells Fargo Advisors, Llc Port Richey FL 06/2013 11/2016
Wells Fargo Clearing Services, Llc Port Richey FL 11/2016 03/2021
Raymond James Financial Services, Inc. Trinity FL 03/2021 Present
Raymond James Financial Services Advisors, Inc. Trinity FL 03/2021 Present
Previous Registrations
Other Businesses

(1)Name of Business: May vicki & Ron Address: 16101 Chastain Rd, Odessa, FL, 33556, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/15/2014 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 for my parents ILIT Trust, Ronald J May & Vicki W may Irrevocable Trust. (2) Name of Business: May Wealth Advisors, LLC Address: 8143 State Road 54, Ste 106, Trinity, FL, 34655, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/12/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is our S-Corp company, as we are on the RJFS platform. My responsibilities include my usual FA duties, as well as payroll, 401k Plan sponsor, bill pay and general day to day running of a business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-29
  • S66 Uniform Combined State Law Examination
    2013-08-29
Designations
Other Names
  • Taylor Victoria May
  • Taylor M Mcdermott

View on SEC IAPD

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