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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-25 |
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Lakewood Ranch | FL | 06/2024 | Present |
| Raymond James & Associates, Inc | Sarasota | FL | 04/2024 | 06/2024 |
| Unemployed | Sarasota | FL | 02/2024 | 04/2024 |
| Chen Med | Tampa | FL | 04/2022 | 02/2024 |
| Full-Time Education | Fort Myers | FL | 07/2021 | 04/2022 |
| Heartland Dental | Fort Myers | FL | 12/2018 | 07/2021 |
| Unemployed | Richmond | KY | 09/2018 | 12/2018 |
| Enterprise Rent-A-Car | Lexington | KY | 08/2015 | 09/2018 |
(1)Name of Business: Meals on Wheels of Sarasota Address: 421 N Lime Ave, Sarasota, FL, 34237, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/22/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Support with budgeting and interpreting financial statements to present to the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-23 |
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