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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-28
FL RA APPROVED 2023-07-25
  • TX RA
    APPROVED
    Since 2024-05-28
  • FL RA
    APPROVED
    Since 2023-07-25

Branch Locations

Tampa, FL • United States

2536 Countryside Blvd 6Th Floor Suite 601, Clearwater, FL 33763 • 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
Raymond James & Associates Inc. Clearwater FL 07/2023 Present
Oracle Cerner Kansas City MO 02/2011 03/2022
J.D. Power Remote MI 03/2022 04/2022
Jeenie Remote DC 04/2022 08/2022
Cognizant Remote IN 09/2022 07/2023
Coach Piper Llc Dba Pipeline Swimming Westchase FL 06/2023 12/2023
  • 07/2023 → Present
    Clearwater, FL
  • 02/2011 → 03/2022
    Oracle Cerner
    Kansas City, MO
  • 03/2022 → 04/2022
    J.D. Power
    Remote, MI
  • 04/2022 → 08/2022
    Jeenie
    Remote, DC
  • 09/2022 → 07/2023
    Cognizant
    Remote, IN
  • 06/2023 → 12/2023
    Coach Piper Llc Dba Pipeline Swimming
    Westchase, FL
Other Businesses

(1)Name of Business: Streamline Consulting Partners Address: 10440 Lightner Bridge Dr, Tampa, FL, 33626, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner/Operator. I am seeking approval to establish a separate LLC, Streamline Consulting Partners, focused on operational, workflow, and business systems consulting for small and mid-sized businesses. The business will help clients identify and improve recurring business problems related to operations, internal workflows, sales process organization, lead intake, follow-up systems, administrative processes, reporting, and practical use of commercially available technology tools.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-21
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2023-06-21
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
Other Names
  • Phil Lafreniere
  • Philip Joseph Lafraniere

View on SEC IAPD

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