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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-24 |
| FL | RA | APPROVED | 2018-08-22 |
Branch Locations
2025 W. Old Us Highway 441, Mount Dora, FL 32757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Mt. Dora | Mt. Dora | FL | 10/2012 | 04/2018 |
| Raymond James Financial Services, Inc | Mt. Dora | FL | 04/2018 | Present |
| Collier Financial Solutions | Mount Dora | FL | 04/2018 | 12/2022 |
| Raymond James Financial Services Advisors Inc. | Mount Dora | FL | 08/2018 | Present |
| Epiphany Anglican Church | Eustis | FL | 06/2016 | 06/2019 |
| Steling Financial Group | Mount Dora | FL | 01/2021 | Present |
| Collier & Hackler Financial | Mount Dora | FL | 01/2023 | 01/2024 |
(1)Name of Business: Address: 1000 Waterman Way, Tavares, FL, 32778, United States Activity Type: Non profit Position/Title: Officer - Vice President, Officer - Treasurer Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Report on Finances to Foundation board. Activities as Vice Chair/Vice President include running board meetings in absence of Chair/President (2)Name of Business: Florida Hospital Waterman Foundation - Finance Committee Address: 1000 Waterman Way, Tavares, FL, 32778, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board Investment Related: Yes Start Date: 11/13/2018 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 will be serving as a board member for the Florida Hospital Waterman Foundation's Finance Committee. I will be assisting in continuing to monitor assets and budgets. I chair the board, meaning I run the meetings. I have no signing authority and the Foundation understands this is a stipulation of my acceptance as chair. (3)Name of Business: Sterling Financial Group Address: 2025 W Old US Highway 441, Mount Dora, FL, 32757, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor, investment management (4) Name of Business: Edgewater Family Wealth Mount Dora Address: 2025 W Old US Highway 441, Mount Dora, FL, 32757-3626, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor/Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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