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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
Branch Locations
5383 Primrose Lake Circle Suite B, Tampa, FL 33647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed Dba Make It Official | Valrico | FL | 11/2018 | 11/2022 |
| Abbott Loop Community Church | Anchorage | AK | 09/2016 | 08/2018 |
| Homemaker | Anchorage | AK | 02/2014 | 09/2016 |
| Raymond James Financial Services, Inc. | Tampa | FL | 12/2023 | Present |
| Raymond James Financial Services, Inc. | Tampa | FL | 11/2022 | 12/2023 |
| Raymond James Financial Services Advisors, Inc | Tampa | FL | 04/2025 | Present |
(1) Name of Business: Investpro Wealth Strategies Address: 5383 Primrose Lake Cir Ste B, Tampa, FL, 33647-3520, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/28/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist clients with questions and forms and education regarding 401k. (2) Name of Business: Make It Official Address: 2934 W Wallcraft, Tampa, FL, 33611, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Mobile Public Notary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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