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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
1115 N. Kentucky Avenue, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2011 | 09/2025 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2011 | 09/2025 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Winter Park | FL | 09/2025 | Present |
(1) Name of Business: Address: 11115 N Kentucky Ave, Winter Park, FL, 32789, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes 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: rent office space (2) Name of Business: Address: 1115 N Kentucky Ave, Winter Park, FL, 32789-4740, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/10/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sell life insurance (3) Name of Business: 4th Generation Financial Address: 1115 N Kentucky Ave, Winter Park, FL, 32789-4740, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 05/01/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: owner (4) Name of Business: LakePark Wealth Group Address: 1115 N Kentucky Ave, Winter Park, FL, 32789-4740, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: marketing arm
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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