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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-03 |
| FL | RA | APPROVED | 2022-11-30 |
Branch Locations
631 W Morse Blvd, Suite 125, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Winter Park | FL | 10/2022 | Present |
| Inheritance Of Hope | Pisgah Forest | NC | 05/2007 | 09/2022 |
(1)Name of Business: Address: 7130 Maleberry Run, Winter Garden, FL, 34787, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/18/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of rental properties that are managed by third parties (2)Name of Business: Inheritance of Hope Address: 7130 Maleberry Run , Winter Garden, FL, 34787, United States Activity Type: Non profit Position/Title: Chair of the Board, Founder Investment Related: Yes Start Date: 05/23/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volunteer Board role for 501(c)(3) serving young families with a terminally ill parent. (3)Name of Business: Orlando Philharmonic Orchestra Address: 425 North Bumby Avenue, Orlando, FL, 32803, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend monthly board meetings. Serve as Treasurer. No signing authority. Support the organization through concert attendance and donations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-09 |
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