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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-30
  • FL RA
    APPROVED
    Since 2024-04-30

Branch Locations

110 Ne 11Th Ave, Ocala, FL 34470 • 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
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
  • 05/2021 → 10/2021
    Ameris Bank
    Ocala, FL
  • 10/2021 → 02/2022
    Deluca Toyota
    Ocala, FL
  • 02/2022 → 09/2022
    Autonation Toyota
    Fort Myers, FL
  • 09/2022 → 04/2023
    Deluca Toyota
    Ocala, FL
  • 04/2023 → 01/2024
    Frozen Air
    Ocala, FL
  • 03/2023 → Present
    Raymond James Financial Services, Inc.
    Ocala, FL
  • 05/2018 → 05/2021
    University Of South Florida
    Tampa, FL
  • 07/2023 → Present
    Furlong Financial Group
    Ocala, FL
  • 08/2017 → 05/2018
    Santa Fe College
    Gainesville, FL
  • 08/2016 → 06/2017
    Belleview High School
    Belleview, FL
  • 04/2024 → Present
    Ocala, FL
  • 08/2024 → Present
    Not Provided
    Belleview, FL
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-22
  • S66 Uniform Combined State Law Examination
    2024-01-22

View on SEC IAPD

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