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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-07 |
Branch Locations
202 N Harbor City Blvd Suite 301, Melbourne, FL 32935 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 06/2018 | 04/2019 |
| Coastal Electric Of North Florida | Jacksonville | FL | 07/2017 | 06/2018 |
| Details By Cole | West Melbourne | FL | 11/2015 | 07/2017 |
| University Of North Florida | Jacksonville | FL | 07/2016 | 04/2018 |
| Raymond James & Associates, Inc. | Melbourne | FL | 04/2019 | Present |
(1)Name of Business: Address: 3226 Arden Cir, Melbourne, FL, 32934, United States Activity Type: Non profit Position/Title: Board Member, Officer - President Investment Related: No Start Date: 12/08/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: HOA President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-23 |
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