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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campus Usa Credit Union | Lake City | FL | 02/2015 | 03/2018 |
| Raymond James Financial Services Inc. | Lake City | FL | 03/2018 | Present |
(1)Name of Business: Eastside Elementary School PTO Address: 256 SE Beech St, Lake City, FL, 32025, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 04/15/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Serve as co-treasurer for parent teacher organization. I will keep financial records and provide reports. (2)Name of Business: Odom, Moses, and Company LLP Address: 4641 W US Hwy 90, Lake City, FL, 32055, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: No Start Date: 01/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have limited responsibilities with the CPA practice of Odom, Moses, and Company. I am compensated by OMC for my services to the Raymond James and to OMC. (3) Moses Wealth Advisors, LLC, 4641 W US Hwy 90, Lake City, FL, 32055, Support Company Non- Owner, Position/Title: Other Investment Related: No Start Date 12/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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