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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-11-12 |
| FL | RA | APPROVED | 2009-04-13 |
Branch Locations
720 Rugby St Suite 200, Orlando, FL 32804 • United States
110 Orange Ave Daytona, Daytona Beach, FL 32114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc. | Orlando | FL | 08/2006 | Present |
| Raymond James Financial Services Advisors, Inc. | Orlando | FL | 03/2009 | Present |
| Wmm Group Llc | Orlando | FL | 05/2017 | Present |
| Agility Wealth Management Casper | Orlando | FL | 04/2021 | Present |
| John Macclary Llc | Oviedo | FL | 01/2012 | Present |
| Brian Layman Wealth Management | Daytona Beach | FL | 04/2024 | Present |
| Agility Wealth Management | Orlando | FL | 04/2021 | Present |
(1) Name of Business: Agility Wealth Management Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor/partner (2) Name of Business: Agility Wealth Management Casper Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/06/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: 25% owner. Paul Wood 25%, John McCann 25% and Courtney Wood 25% (3) Name of Business: Brian Layman Wealth Management Address: 110 Orange Ave, Daytona Beach, FL, 32114-4310, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/22/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (4) Name of Business: Center For The Visually Impaired - Conklin Davis Center Address: 1187 Dunn Ave, Daytona Beach, FL, 32114, United States Activity Type: Non profit Position/Title: Other, Officer - Treasurer Investment Related: Yes Start Date: 04/25/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Asked me to join the board (5) Name of Business: grand view retreat llc Address: 1447 Arbitus Cir, Oviedo, FL, 32765, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC is being bought and only holds the the two lots of land. (6) Name of Business: John MacClary LLC Address: 1447 Arbitus Cir, Oviedo, FL, 32765, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2012 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 am the owner of John MacClary LLC. It is used to pay for marketing and other expenses (7) Name of Business: kcjj llc Address: 1447 Arbitus Cir, Oviedo , FL, 32765, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 04/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is for our rental property in CO and I will be renting it out (8) Name of Business: WMM Group LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Jacksonville Practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
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