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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-10 |
| FL | RA | APPROVED | 2024-01-11 |
Branch Locations
8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 06/2023 | 01/2024 |
| Polk County Sheriff's Office | Winter Haven | FL | 10/2015 | 06/2023 |
| Trinity Wealth Securities, Llc | Orlando | FL | 09/2023 | 01/2024 |
| Raymond James & Associates | Bradenton | FL | 01/2024 | Present |
(1)Name of Business: Address: 1310 Orchardgrass Circle, Parrish, FL, 34219, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities are to pay the mortgage, ensure rents are received, and get repairs completed when necessary.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-02 |
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