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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-03 |
Branch Locations
880 Carillon Parkway, St Petersburg, FL 33716 • United States
Lutz, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-23 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Lutz, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | Tampa | FL | 10/2016 | 10/2019 |
| William A Longest - Self-Employed | Tampa | FL | 06/2013 | Present |
| Bank Of America, N.A. | Tampa | FL | 03/2017 | 10/2019 |
| Raymond James & Associates, Inc | St Petersburg | FL | 12/2019 | Present |
| Raymond James Financial Services, Inc | St Petersburg | FL | 12/2019 | Present |
| Raymond James Financial Services Advisors, Inc | St Petersburg | FL | 12/2019 | Present |
(1) Name of Business: Address: Tampa 332, 33559, USA Activity Type: Rental Real Estate Position/Title: P/T: Investment Related: Yes Start Date: 06/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: 131st Land Trust Address: Tampa, FL, 33612, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/16/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Residential Real Estate held in a Florida Land Trust. I own the beneficial interest. (3) Name of Business: Arden Land Trust Address: Tampa, FL, 33612, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 04/11/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Residential Real Estate held in a Florida Land Trust. I own the beneficial interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-31 |
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