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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Mary | FL | 05/2022 | 01/2024 |
| Regions Bank | Port Orange | FL | 09/2021 | 05/2022 |
| Bank Ozk | Tampa | FL | 05/2021 | 09/2021 |
| Tampa Bay Buccaneers | Tampa | FL | 11/2020 | 01/2021 |
| Varsity Sports Network | Deland | FL | 05/2020 | 01/2021 |
| Swamp House Grill | Debary | FL | 11/2018 | 11/2020 |
| Publix | Orange City | FL | 01/2015 | 11/2018 |
| Crunch Fitness | Tampa | FL | 02/2021 | 05/2021 |
| Bank Of America, N.A. | Lake Mary | FL | 10/2022 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | Lake Mary | FL | 01/2024 | Present |
| Raymond James Financial Services, Inc. | Lake Mary | FL | 01/2024 | Present |
| Anderson Mckelvey Group | Lake Mary | FL | 01/2024 | Present |
| Stetson University | Deland | FL | 08/2016 | 05/2020 |
(1)Name of Business: Address: 16 Colomba Road, Debary, FL, 32713, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Advisory Board, Committee Member Investment Related: Yes Start Date: 06/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The DeBary Foundation is an independent nonprofit, the foundation works to secure philanthropic donations, grants, and sponsorships that fund initiatives in parks and recreation, arts and culture, environmental conservation, and other community-driven projects. Through partnerships with local businesses, civic organizations, and individual donors, the foundation will provide new opportunities for growth and enrichment throughout DeBary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-29 |
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