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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-13 |
| TX | RA | APPROVED_RES | 2019-07-19 |
| FL | RA | APPROVED | 2005-06-02 |
Branch Locations
606 Bald Eagle Drive #401, Marco Island, FL 34145 • United States
Sapphire, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Marco Island | FL | 03/2004 | Present |
| Raymond James & Associates, Inc. | Sapphire | NC | 10/2021 | Present |
(1) Name of Business: DPG Insights Address: 1767 Watson Road, Marco Island, FL, 34145, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/30/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2) Name of Business: DPG Insights LLC Address: 1767 Watson Road , Marco Island, FL, 34145, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/14/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pay bills, Procur insurance, lease agreements and participate in Island Tower Building Condo Association as Recording Secretary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-11 |
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