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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| FL | RA | APPROVED | 2025-11-19 |
Branch Locations
606 Bald Eagle Drive #401, Marco Island, FL 34145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial | St. Petersburg | FL | 05/2015 | 01/2017 |
| Raymond James Financial Services, Inc. | Naples | FL | 01/2017 | 08/2025 |
| Raymond James Financial Services Advisors, Inc. | Naples | FL | 02/2021 | 08/2025 |
| Family Wealth Planning Group | Naples | FL | 08/2023 | 08/2025 |
| Family Wealth Tax Advisory | Naples | FL | 08/2023 | 08/2025 |
| Mercer Global Advisors Inc. | Naples | FL | 08/2025 | 10/2025 |
| Raymond James & Associates, Inc | Naples | FL | 11/2025 | Present |
(1) Name of Business: Address: 64 Cypress Point Drive, Naples , FL, 34105, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of single family home in Tampa, FL. Currently renting to one tenant. Responsibilities are maintenance coordination and responding to tenant inquiries.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-19 |
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