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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-08 |
| FL | RA | APPROVED | 2018-09-28 |
Branch Locations
14541 Hope Center Loop, Suite 101, Fort Myers, FL 33912 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Myers | FL | 08/2006 | 09/2018 |
| Bank Of America, Na | Ft Myers | FL | 11/2009 | 09/2018 |
| Raymond James And Associates | Fort Myers | FL | 09/2018 | Present |
I*31809 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MALLIEBU INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1041 S. TOWN AND RIVER DR., 1808 TAMIAMI TRAIL (PORT CHARLOTTE, FL) FT. MYERS, FLORIDA 33919 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 11/30/2006 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: VICE PRESIDENT - WIFE'S FAMILY BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-08 |
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