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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2018-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Kentucky | Lexington | KY | 08/2013 | 05/2017 |
| Hilliard Lyons | Lexington | KY | 01/2017 | 09/2018 |
| Raymond James Financial Services Advisors, Inc. | Lexington | KY | 08/2018 | Present |
| Raymond James Financial Services, Inc. | Lexington | KY | 08/2018 | Present |
| Gratz Park Private Wealth | Lexington | KY | 09/2018 | Present |
(1)Name of Business: Address: 533 Chinoe Rd, Lexington, KY, 40502, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/16/2020 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 purchased a property in November 2020 which I am now renting, no LLC is set up. I keep up with property repairs and maintenance, collect rent, manage security deposit, and property financials/taxes. (2)Name of Business: Gratz Park Private Wealth Address: 110 E Third Street, Lexington, KY, 40508, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/25/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth Strategist
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-30 |
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