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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Lake City | FL | 12/1999 | 11/2019 |
| Raymond James Financial Services Advisors, Inc. | Lake City | FL | 09/2021 | Present |
| Raymond James Financial Services, Inc. | Lake City | FL | 11/2019 | Present |
(1)Name of Business: Dream A Little Gem Address: 337 SW Buttercup Drive, Lake City, FL, 32024, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/29/2018 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 make and sell jewelry. I have a Face Book page for this. Dream A Little Gem. (2)Name of Business: Moses Wealth Advisors, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch. (3)Name of Business: Odom Moses and Company, LLP Address: 4641 W US Highway 90, Lake City, FL, 32055, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: Yes Start Date: 05/02/2016 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 do not have any responsibilities with the CPA practice of Odom Moses and Company. I am compensated by OMC for my services to the Raymond James branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-14 |
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