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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-28 |
Branch Locations
14541 Hope Center Loop, Suite 101, Fort Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hodges University | Fort Myers | FL | 08/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Myers | FL | 09/2007 | 09/2018 |
| Bank Of America, N.A. | Fort Myers | FL | 05/2015 | 09/2018 |
| Raymond James & Associates | Fort Myers | FL | 09/2018 | Present |
(1)Name of Business: KSP Home Solutions, LLC Address: 2232 se 27th St, Cape Coral , FL, 33904, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 03/17/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager - No active responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
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