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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-03 |
| FL | RA | APPROVED | 2010-10-06 |
Branch Locations
2727 N. Atlantic Avenue Suite 900, Daytona Beach, FL 32118 • 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 Financial Services | Sarasota | FL | 09/2010 | Present |
| Raymond James Fianacial Services Advisors, Inc. | Sarasota | FL | 01/2009 | Present |
| Orlando Gay Chorus | Orlando | FL | 08/2015 | 09/2020 |
(1)Name of Business: CrimeLine Board of Directors Address: 1505 E. Colonial Dr., Orlando, FL, 32803, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Director Investment Related: Yes Start Date: 08/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of the Board of Directors of CrimeLine based in Orange County Florida, I will work to promote the local police and sheriffs offices in their crime solving efforts through the anonymous tips service. I will participate in fund raising events such as the annual Chili Cookoff as well as meet monthly to review recommended allocations for anonymous tipsters. (2)Name of Business: Dictor Financial LLC Address: 2727 N Atlantic Ave Unit 900, Daytona Beach, FL, 32118, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/17/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: owner / I am part of RJFS (3)Name of Business: DictorFinancial LLC Address: 2727 N. Atlantic Ave. Unit 900, Daytona Beach, FL, 32118, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/06/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Using fixed insurance in a competitive situation for client (4)Name of Business: Orlando Fringe Festival Address: 812 E. Rollins Street, Orlando, FL, 32803, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Subcommittee Member, Committee Member Investment Related: Yes Start Date: 09/14/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Board of Directors. Solicit Corporate Sponsors. Participate on the Finance Committee and work on the organization's budget.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-25 |
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