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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-04-15 |
| FL | RA | APPROVED | 2009-03-26 |
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
131 2Nd Avenue North Suite 200, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Jacksonville Beach | FL | 02/1988 | Present |
| Self | Jacksonville | FL | 01/2000 | Present |
| Raymond James Financial Services Advisors, Inc | Jacksonville Beach | FL | 01/2009 | Present |
(1)Name of Business: Mary Carter Financial Services Inc. Address: 131 2nd Ave N Ste 200, Jacksonville Beach, FL, 32250, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/1984 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Life insurance is sometimes recommended as part of an overall financial plan. (2)Name of Business: MCFS & BB Inc DBA Beachside Wealth Partners Address: 131 2nd Ave N Ste 200, Jacksonville Beach, FL, 32250, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 09/11/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Our company expenses run through this company. I am not an owner but do fund it to cover my business costs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-28 |
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