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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-28 |
| FL | RA | APPROVED | 2023-07-25 |
Branch Locations
2536 Countryside Blvd 6Th Floor Suite 601, Clearwater, FL 33763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-17 |
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