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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-12 |
Branch Locations
8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Naples | FL | 03/2016 | 12/2018 |
| Bb&T | Sarasota | FL | 12/2018 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 12/2018 | 02/2021 |
| Truist Investment Services, Inc. | Sarasota | FL | 02/2021 | 05/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 05/2021 |
| Lpl Financial Llc | Sarasota | FL | 05/2021 | 02/2024 |
| Gulfside Bank | Sarasota | FL | 05/2021 | 02/2024 |
| Raymond James & Associates | Lakewood Ranch | FL | 02/2024 | Present |
(1)Name of Business: Education Foundation of Sarasota Address: 4485 Oak View Dr, Sarasota, FL, 34232, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: No Start Date: 06/17/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: The Education foundation needs a review committee to make recommendations to the Finance Committee and hold Board and ED accountable to the budget throughout the year. We will review the budget and ensure the teams spending is compliant with what was approved. They also want us to put together a proposal for a low income housing project, i.e. what we think it will cost and where we should get the funding from for the build (2)Name of Business: Lakewood Ranch Business Alliance Address: Enterprise Ct, Lakewood Ranch, FL, 34202, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am on the board as an At-Large Member and participate on the Finance committee. I have no signing authority on accounts and I do not manage any of their funds. I am simply part of the committee that ensures are finances are in order and that there are checks and balances in place for the funds used (3)Name of Business: TrustPoint Bookkeeping LLC Address: 4485 Oak View Dr, Sarasota , FL, 34232, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be the silent partner, providing initial funding and providing oversight or checks and balance but will not handle any day to day, nor handle money/checking account. If I do anything related to this business it would be in my home but the primary place of business will be at my business partners home-Boone ct Sarasota FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-04 |
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