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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-24
FL RA APPROVED 2018-08-22
  • TX RA
    APPROVED
    Since 2020-06-24
  • FL RA
    APPROVED
    Since 2018-08-22

Branch Locations

2025 W. Old Us Highway 441, Mount Dora, FL 32757 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2012 → 04/2018
    First National Bank Of Mt. Dora
    Mt. Dora, FL
  • 04/2018 → Present
    Raymond James Financial Services, Inc
    Mt. Dora, FL
  • 04/2018 → 12/2022
    Collier Financial Solutions
    Mount Dora, FL
  • 08/2018 → Present
    Mount Dora, FL
  • 06/2016 → 06/2019
    Epiphany Anglican Church
    Eustis, FL
  • 01/2021 → Present
    Steling Financial Group
    Mount Dora, FL
  • 01/2023 → 01/2024
    Collier & Hackler Financial
    Mount Dora, FL
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-10
  • S66 Uniform Combined State Law Examination
    2018-08-10

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