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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Tampa | FL | 04/1984 | 07/2019 |
| Morgan Stanley Smith Barney | Tampa | FL | 06/2009 | 07/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2019 |
| Raymond James & Associates | Tampa | FL | 07/2024 | Present |
| Morgan Stanley | Tampa | FL | 07/2019 | 07/2024 |
(1)Name of Business: Hunt Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 03/15/2024 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: MH Lending holds a Mortgage loan. I contributed 1/2 of the loan amount or 275,000. (2)Name of Business: Hunt Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 02/16/2024 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Mortgage holder. My portion of the loan is 250,000. MH Lending is the issuer. (3)Name of Business: Krueger Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 12/26/2007 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: No responsibilities (4)Name of Business: Krueger Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 08/02/2023 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Hold the mortgage for a friend (5)Name of Business: MH Lending Address: 3416 S. Almeria Ave, Tampa, FL, 33629, United States Activity Type: Business Owner Position/Title: Partner 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: Partner. Using this LLC to make other personal investments. (6)Name of Business: OFL RE Investors, LLC Address: 3416 S. Almeria Ave, Tampa, FL, 33629, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/14/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Original Partner (7)Name of Business: OW Investors, LLC dba Mars Co Address: 3416 S Almeria Ave, Tampa, FL, 33629, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Original Partner (8)Name of Business: Stetson Investments, LLC Address: 3416 S. Almeria Ave., Tampa, FL, 33629, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-16 |
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