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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-01 |
| FL | RA | APPROVED | 2017-10-09 |
Branch Locations
9155 S Dadeland Blvd Suite 1404, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miami | FL | 09/2005 | 09/2017 |
| Raymond James Financial Services Advisors Inc. | Miami | FL | 10/2017 | Present |
| Raymond James Financial Services, Inc. | Miami | FL | 09/2017 | Present |
| Wealthengage | Miami | FL | 05/2017 | 12/2024 |
(1)Name of Business: Catholic Community Foundation Address: 9401 Biscayne Blvd., Miami Shores, FL, 33138, United States Activity Type: Non profit Position/Title: Advisory Board, Officer - Secretary, Committee Member Investment Related: Yes Start Date: 07/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As a board member, I will have input regarding the management and administration of the organization's portfolio/endowment (2)Name of Business: Life insurance Address: 9155 S Dadeland Blvd Ste 1404, Miami, FL, 33156, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/22/2017 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 was the agent that sold this policy (3)Name of Business: RM Distributors Address: 7050 SW 4 St, Miami, FL, 33144, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/05/2021 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 may advise on strategy as needed (4)Name of Business: Total View Advisors Address: 9155 S Dadeland Blvd Ste 1404, Miami, FL, 33156, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/15/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manager/Owner (5)Name of Business: Total View Business Address: 9155 S Dadeland Blvd Ste 1404, Miami, FL, 33156-2738, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Total View Business will charge a flat fee for a 5 Step Process for each client: Design a personal, financial and business needs plan to help the business owner plan properly before selling / exiting their business. We are not giving legal, tax, or investment banking services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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