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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-12 |
Branch Locations
1321 Edgewater Drive, Orlando, FL 32804 • United States
720 Rugby St Suite 200, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Highland Preparatory School | Orlando | FL | 08/2013 | 07/2017 |
| Vanderbilt University | Nashville | TN | 08/2017 | 03/2022 |
| Wicker Smith Law Firm | Orlando | FL | 04/2022 | 01/2023 |
| Remax | Orlando | FL | 02/2023 | 05/2023 |
| Fraga Financial Group | Lake Mary | FL | 06/2023 | 09/2023 |
| Nylife Securities Llc | Maitland | FL | 09/2023 | 03/2024 |
| New York Life Insurance Company | Maitland | FL | 10/2023 | 03/2024 |
| Raymond James Financial Services, Inc. | Orlando | FL | 04/2024 | Present |
| Raymond James Financial Services, Inc. | Orlando | FL | 03/2024 | 04/2024 |
| Raymond James Financial Services Advisors, Inc | Orlando | FL | 07/2024 | Present |
(1)Name of Business: Edgewater Family Wealth Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor/Planner. Assisting with Clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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