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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED_RES | 2015-02-18 |
| OH | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Canton | OH | 01/2000 | Present |
| Raymond James Financial Services Advisors, Inc | Canton | OH | 01/2009 | Present |
(1)Name of Business: Address: 8309 Genoa Blvd, Lakewood Ranch, FL, 34202, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/07/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Diamond Dreams Sports Academy, LLC Address: 4810 Southway St SW, Canton, OH, 44706, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ownership of a baseball/softball training facility. (3)Name of Business: King Port LLC Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole Member of LLC that Owns/Manages "Owner-Ocuppied" Office Building (4)Name of Business: NA Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: State of Ohio Licensed Insurance Agent (5)Name of Business: PortfolioVision, Inc. Address: 4158 Munson Street NW, Canton, OH, 44718, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Other, Officer - President, Officer - Secretary Investment Related: No Start Date: 01/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am President and sole shareholder of the support company. (6)Name of Business: RoofTechPro, Ltd. Address: 8309 Genoa Blvd, Lakewood Ranch, FL, 34202, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/01/2015 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 created a new LLC on September 18, 2015 and signed an operating agreement on September 23, 2015. First revenues are expected to be realized in October 2015. (7)Name of Business: Shepherd Insurance Center Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 01/16/2015 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 employ and provide office space for a licensed Property & Casualty, Life & Health Agent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-15 |
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