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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-03-30 |
Branch Locations
930 S Harbor City Blvd Suite 501, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Melbourne | FL | 08/2016 | 03/2026 |
| Truist Advisory Services, Inc. | Melbourne | FL | 11/2016 | 03/2026 |
| Raymond James Financial Services, Inc. | Melbourne | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Melbourne | FL | 03/2026 | Present |
(1) Name of Business: 32955 Property 1 LLC Address: 811 Laurel Dr, Rockledge, FL, 32955, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/27/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage rental property, maintenance\n (2) Name of Business: Covenant Wealth & Planning, LLC Address: 930 S Harbor City Blvd, Suite 501, Melbourne, FL, 32901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Owner/Proprietor, Partner\n\nFinancial Advisor\n (3) Name of Business: Florida Army National Guard Address: 5629 SR 16 West, Starke, FL, 32901, United States Activity Type: Military Position/Title: Investment Related: No Start Date: 05/12/2010 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: Fortuna Wealth Address: 930 S Harbor City Blvd, Melbourne , FL, 32901, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Director\n\nFinancial Advisor\n (5) Name of Business: Knight Planning & Wealth Management, LLC Address: 930 S Harbor City Blvd, Melbourne, FL, 32901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Owner/Proprietor\n\nFinancial Advisor\n (6) Name of Business: Trinity Wellsprings Church Address: 638 South Patrick Dr, Satellite Beach, FL, 32955, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: What is your role in relation to this activity? Subcommittee Member\n\nMember of finance committee. Review income statement, balance sheet, and cash flow statements. Maintain and distribute minutes, establish financial controls, ensure accuracy in reporting and accountimh\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-13 |
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