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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-13 |
| FL | RA | APPROVED | 2020-07-28 |
Branch Locations
709 S. Harbor City Blvd Suite 510, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Space Coast Credit Union | Melbourne | FL | 05/2005 | 09/2017 |
| Lpl Financial Llc | Port St. John | FL | 09/2017 | 08/2019 |
| Stifel Nicolaus & Co Inc | Melbourne | FL | 09/2019 | 07/2020 |
| Raymond James & Associates, Inc. | Melbourne | FL | 07/2020 | Present |
| Rodan & Fields | Palm Bay | FL | 10/2016 | 10/2021 |
(1) Name of Business: Center Pointe Church Address: 819 Coply St SE, Palm Bay, FL, 32909, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Voting member of the church board, provide feedback to church leadership on decisions, oversee the lead pastor, make decisions on the sale and purchase of land and any additions to the existing property, make budget and other financial decisions including salary for employees. (2) Name of Business: Greater Palm Bay Chamber of Commerce Address: 4100 Dixie Hwy NE, Palm Bay, FL, 32905, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board, Executive Member, Committee Member Investment Related: Yes Start Date: 04/13/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Meet once a month to vote on decisions and serve on committees - succession committee & finance committee.\nBoard chair 2025 - run board meetings, sit on executive committee, evaluate CEO annually, and vote on new board member applications. Currently searching for a new CEO as the current CEO is retiring in 2025.\nI am not on any chamber accounts, I do not receive funds or payment or sign checks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-19 |
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