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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-05-03 |
| OH | RA | APPROVED | 2024-05-03 |
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
1220 S Fort Thomas Avenue, Fort Thomas, KY 41075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 05/2024 |
| Leoni Wiring Systems | Tucson | AZ | 02/2012 | 01/2017 |
| Raymond James Financial Services, Inc. | Fort Thomas | KY | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Fort Thomas | KY | 05/2024 | Present |
(1)Name of Business: 1220 S Fort Thomas Ave LLC Address: 1220 S Fort Thomas Ave, Fort Thomas, KY, 41075-2470, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/03/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Office, I operate Red Bird in plus an additional unit upstairs. (2)Name of Business: Son of Little Farms Address: 8199 Upper Miamisburg Rd, Miamisburg, OH, 45342, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/19/2021 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 crop production and rental of house (3) Name of Business: Red Bird Wealth Planning Address: Activity Type: Support Company - Owner, Position/Title: Officer - CEO Investment Related: No Start Date: 05/03/2024 HPM: 2-10 HPM trade hours: 2-10 Duties: my support company LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
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