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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-08-06 |
| CO | RA | APPROVED | 2015-07-23 |
| TX | RA | APPROVED | 2012-11-08 |
| FL | RA | APPROVED | 2012-07-30 |
Branch Locations
20635 Amberfield Drive Suite 102, Land O Lakes, FL 34638 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Land O' Lakes | FL | 07/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Land O' Lakes | FL | 07/2012 | Present |
| Network Professionals Inc. | Tampa | FL | 07/2012 | 07/2019 |
(1)Name of Business: Holliday Perez Holdings Address: 20635 Amberfield Dr Ste 102, Land o Lakes, FL, 34638-4301, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/24/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Jodi Perez and I own a building, part is used for our RJ office the rest is rented to 2 tenants for their business office. This office has a different door and signage than our RJ office. (2)Name of Business: Independent Financial Holdings, Inc. dba Independent Financial Services Address: 20635 Amberfield Dr Ste 102, Land O Lakes, FL, 34638, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/12/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: Independent Financial Services Inc Address: 20635 Amberfield Drive Suite 102, Land O Lakes FL , FL, 34638, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/06/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner-it is a Sub S formed when I first went into production. I pay MY business expenses out of it and all my commission goes into it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-21 |
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