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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-10 |
| OH | RA | APPROVED | 2018-05-18 |
Branch Locations
706 S Moody Ave, Tampa, FL 33606 • United States
100 North Tampa Suite 2400, Tampa, FL 33602 • United States
1646 W. Snow Avenue Suite 4, Tampa, FL 33606 • 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,Inc | St. Petersburg | FL | 06/2013 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 08/2013 | 05/2018 |
| Raymond James & Associates, Inc. | Tampa | FL | 05/2018 | Present |
(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 09/26/2023 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: I own our Montana Real Estate equally with my wife, Lisa Curtis utilizing The Gardiner Land Company, LLC.\n\n50-50 Ownership\n\nDue to the Yellowstone National Park Flood last year that cut our Town of Gardiner off from entering YNP, most Banks are not lending to buyers in this town at the moment. The new access road to YNP was opened late last August but still affect the Tourism.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 1992-07-16 |
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