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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-20 |
| FL | RA | APPROVED | 2022-05-02 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Nc. | Jacksonville | FL | 03/2012 | 04/2022 |
| Raymond James & Associates, Inc. | Jacksonville | FL | 04/2022 | Present |
(1)Name of Business: 4361 Gadsden Court LLC Address: 4400 Landover Dr, Jacksonville, FL, 32207, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 12/31/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I keep income and expense records and deliver to CPA for taxes.\nThere are 2 properties owned in this LLC\n1914 San Marie Dr - Rented by my son and Daughter in law (David and Kristen Taras\nand a new property 3417 Sarah Spaulding Court - rented by Jenine Counselman (daughter-in-law's mother) who is also becoming a client. (2)Name of Business: 4361 Gadsden Ct LLC Address: 4400 Landover Dr., Jacksonville, FL, 32207, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I provide CPA our income/expenses for the property (3)Name of Business: SET Properties LLC Address: 4400 Landover Dr, Jacksonville, FL, 32207, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 08/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: accounting reporting to CPA (4)Name of Business: SET Properties LLC Address: 4400 Landover Dr., Jacksonville, FL, 32207, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I gather tax information for CPA to do taxes each year.\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-14 |
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