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720 Second Ave S, St Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Municipal Sec | St Petersburg | FL | 03/2010 | Present |
1- GULF COAST CARES. NOT INVESTMENT RELATED. 14041 ICOT BLVD CLEARWATER FL. IT MANAGES THE ASSETS OF GULF COAST JEWISH FAMILY & CMMTY SVCS. POSITION IS VICE CHAIRMAN. STARTING 1/31/18. HOURS WILL BE 1-2 QUARTERLY NONE DURING TRADE HOURS. WILL REVIEW WORK OF MONEY MANAGERS WHO MANAGE THE ENDOWMENT. 2-PROJECT PROSPER INC. NOT INVESTMENT RELATED. 13575 58TH ST NO CLEARWATER FL. IT PROMOTES FINANCIAL LITERACY AND MICRO LOANS TO RECENT IMMIGRANTS. POSITION IS TREASURER. STARTING 1/31/18. HOURS ARE 2 MONTHLY NONE DURING TDE HOURS. WILL SIGN CKS, RVIEW FINANCIALS, PREP BUDGETS, MONITOR BOOKKEEPING SOFTWARE RECORDS, SUPERVISE AND SUBMIT YAR END TAXES. 3-Temple Beth El. NOT INVESTMENT RELATED. 400 Pasadena AVE S, St. Pete Beach, FL 33707. Religious Organization. Board of Trustee Member and temporary transitional Treasurer. STARTING 1/31/25. HOURS ARE 5 MONTHLY NONE DURING TRADING HOURS. WILL SIGN CKS, RVIEW FINANCIALS, PREP BUDGETS, MONITOR BOOKKEEPING SOFTWARE RECORDS, SUPERVISE AND SUBMIT YAR END TAXES. 4-Business Name: 1701 25th Ave N LLC. NOT INVESTMENT RELATED. 1701 25th Avenue North, St. Petersburg, Florida. PROPERTY MANAGEMENT. POSITION IS MANAGER. STARTING 05/01/26. HOURS ARE 5 MONTHLY. NONE DURING TDE HOURS. This LLC operates to manage the property, and rental operations at 1701 25th AVE N in St Petersburg FL . 5-Business Name: Daisy NOT INVESTMENT RELATED 1117 Baker Street, Costa Mesa, CA 92626. SMART HOME TECHNOLOGY. Position: Passive Investor. Starting 08/07/2024 No Hours Monthly, None During TDE Hours. This is a Smart Home Technology Company Series B Funding.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-07 |
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