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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-11-12
FL RA APPROVED 2009-04-13
  • TX RA
    APPROVED_RES
    Since 2015-11-12
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2006 → Present
    Raymond James Financial Services,Inc.
    Orlando, FL
  • 03/2009 → Present
    Orlando, FL
  • 05/2017 → Present
    Wmm Group Llc
    Orlando, FL
  • 04/2021 → Present
    Agility Wealth Management Casper
    Orlando, FL
  • 01/2012 → Present
    John Macclary Llc
    Oviedo, FL
  • 04/2024 → Present
    Brian Layman Wealth Management
    Daytona Beach, FL
  • 04/2021 → Present
    Agility Wealth Management
    Orlando, FL
Previous Registrations
  • 2012-06-11 → 2015-12-09
    401Kapow
    Orlando, FL
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-06
  • S66 Uniform Combined State Law Examination
    2007-09-06

View on SEC IAPD

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