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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameris Bank | Ocala | FL | 05/2021 | 10/2021 |
| Deluca Toyota | Ocala | FL | 10/2021 | 02/2022 |
| Autonation Toyota | Fort Myers | FL | 02/2022 | 09/2022 |
| Deluca Toyota | Ocala | FL | 09/2022 | 04/2023 |
| Frozen Air | Ocala | FL | 04/2023 | 01/2024 |
| Raymond James Financial Services, Inc. | Ocala | FL | 03/2023 | Present |
| University Of South Florida | Tampa | FL | 05/2018 | 05/2021 |
| Furlong Financial Group | Ocala | FL | 07/2023 | Present |
| Santa Fe College | Gainesville | FL | 08/2017 | 05/2018 |
| Belleview High School | Belleview | FL | 08/2016 | 06/2017 |
| Raymond James Financial Services Advisors, Inc | Ocala | FL | 04/2024 | Present |
| Not Provided | Belleview | FL | 08/2024 | Present |
(1) Name of Business: Address: 11595 SE 55th Ave Rd, Belleview , FL, 34420, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 08/30/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will do part time construction / handyman work. No clients are involved in this outside business activity. This is on an as needed basis. (2) Name of Business: Tenzing Financial Advisors Address: 110 NE 11th Ave, Ocala, FL, 34470-6724, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/04/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Tenzing Financial Advisors is the DBA name of our branch. I am a financial advisor for Tenzing and perform financial advisory services for our clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-22 |
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