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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-11-14 |
Branch Locations
301 East Pine Street Suite 1100, Orlando, FL 32801 • United States
Casselberry, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 01/1989 | 11/2016 |
| Raymond James & Associates | Orlando | FL | 11/2016 | Present |
1.) FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GIRL SCOUT - CITRUS COUNCIL TROOP # 978 INVESTMENT RELATED: N, ADDRESS OF BUSINESS: CASSELBERRY, FLORIDA, NATURE OF BUSINESS: OTHER, GIRL SCOUT CADETTE TROOP, POSITION, TITLE, ASSOCIATION: OTHER, CO-LEADER, START DATE OF RELATIONSHIP: 8/29/2009, NUMBER OF HOURS DEVOTED: 12 HRS MONTHLY, NUMBER OF HRS DEVOTED DURING TRADING HOURS: 0, DUTIES: OTHER CADETTE TROOP 2.)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MILLENNIUM MIDDLE SCHOOL INVESTMENT RELATED: N ADDRESS OF BUSINESS: SANFORD, FLORIDA 32773 NATURE OF BUSINESS: OTHER,SCHOOL POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 8/17/2015 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HAVE BEEN NOMINATED AS THE BAND BOOSTER PRESIDENT. THIS IS A NEW POSITION FOR ME AND MY DUTIES WILL BE HELPING WITH FUND RAISERS, GOING TO DIFFERENT EVENTS THAT THE BAND IS PARTICIPATING, AND ATTENDING/HOLDING BOOSTER MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-30 |
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