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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-01-17 |
| IN | RA | APPROVED | 2005-06-20 |
Branch Locations
9910 Dupont Circle Drive East Suite 100, Ft. Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 09/1999 | Present |
| Roney & Co. | Fort Wayne | IN | 05/1998 | Present |
(1)ADJUNCT FACULTY MEMBER: IVY TECH STATE COLLEGE. INSTRUCT AN INVESTMENT CLASS: GENERAL TERMS & PRINCIPALS. 5 HOURS A WEEK 0 HOURS DURING TRADING HOURS. (2) Name of Business: Rental Real Estate Address: 5010 Midlothian Dr, Fort Wayne, IN, 46835 Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2021 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 own 3 weeks . I intend to use the weeks for my own use. If time is not used I have the ability to place the unused days for rent. If Tamarack is able to rent the days, the funds are split 50/50 .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-19 |
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