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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| FL | RA | APPROVED | 2022-05-09 |
Branch Locations
1560 Orange Ave Ste 650, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Winter Park | FL | 08/2020 | Present |
| Integrated Wealth Solutions Of Raymond James | Orlando | FL | 01/2020 | 08/2020 |
| University Of Florida Economics Department | Gainesville | FL | 08/2019 | 05/2020 |
| Bickerstaff Tutoring | Winter Garden | FL | 08/2013 | 12/2019 |
| Charles Schwab | Winter Park | FL | 06/2019 | 08/2019 |
| Winter Park Wealth Group | Winter Park | FL | 08/2020 | Present |
| Concurrent Advisors | Winter Park | FL | 08/2020 | 05/2023 |
| N/A | Orlando | FL | 08/2022 | Present |
(1)Name of Business: Address: 2911 E Robinson St, Orlando, FL, 32803, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am occasionally giving private lessons for beach volleyball, and I win cash at some of my beach volleyball tournaments. (2)Name of Business: AGW Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: AGW Group is just the DBA name for our OSJ. I'm one of the supervisors of the OSJ. (3)Name of Business: Winter Park Wealth Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/18/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Supervisor and CSA for several advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
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