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615 W. De Leon St, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Tampa | FL | 01/2012 | 07/2021 |
| Golden Road Advisors Llc | St. Petersburg | FL | 05/2021 | Present |
(1) Tampa Bay History Center Address: 801 Old Water Street,Tampa, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:No Start Date: 01/01/2014 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: Committee Member Name of Business : The First Tee of Tampa Bay Address: 7910 Willie Black Drive,Tampa, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Director Investment Related:No Start Date: 06/01/2011 Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 2 Description of duties: Serve on Board of Directors. (2) Name of Business : Gasparilla Music Festival Address: 4107 W. De Leon Street,Tampa, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Administration Investment Related:No Start Date: 05/02/2017 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 5 Description of duties: I am a board member and chair of the fundraising committee (3) Name of Business: Insurance Address: Same as business address Nature of the Business: Insurance Sales Position/Title: Licensed Insurance Agent Investment Related: No Hours per month devoted to this business: Fewer than 5 Hours per month devoted to this business during trading hours: Fewer than 5 Description of duties: Implementations of insurance recommendations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-10 |
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