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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-08-09 |
| TX | RA | APPROVED_RES | 2014-03-12 |
| AL | RA | APPROVED | 2013-02-13 |
Branch Locations
7460 Halcyon Pointe Drive Suite #101, Montgomery, AL 36117 • United States
Sea Island, GA • United States
Montgomery, AL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Montgomery | AL | 02/2013 | Present |
(1)Name of Business: Gascoigne Capital LLC Address: 1713 Pineneedle Rd., Montgomery, AL, 36106, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/30/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General and Limited Partner (2)Name of Business: Hillwood Neighborhood Association Address: 1713 Pineneedle Rd., Montgomery, AL, 36106, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: No Start Date: 07/11/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President of Hillwood Neighborhood Association (3)Name of Business: Millsap Family LLLP Address: 1713 Pineneedle Rd., Montgomery, AL, 36106, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: General Partner (4)Name of Business: Millsap Opportunity Fund Address: 1713 Pineneedle Rd., Montgomery, AL, 36106, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: No Start Date: 10/29/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: Millsap Search Fund LLC Address: 1713 Pineneedle Rd., Montgomery, AL, 36106, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6)Name of Business: Montala LLC Address: 1713 Pineneedle Rd., Montgomery, AL, 36106, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/12/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Limited Partner (7)Name of Business: Montgomery Quarterback Club Address: Remote Location, Montgomery, AL, 36117, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 06/16/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-26 |
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