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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Troy Bank And Trust | Dothan | AL | 03/2010 | 04/2024 |
| Wiregrass Wealth Management Llc | Dothan | AL | 04/2024 | Present |
| Raymond James Financial Services, Inc. | Dothan | AL | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Dothan | AL | 06/2024 | Present |
(1)Name of Business: Danmarx Holdings LLC Address: 700 Grove Park Ln, Dothan, AL, 36305, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 06/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is a passive real estate holding company; bookkeeping as needed (2)Name of Business: Danmarx LLC d/b/a Turf and Timber Address: 700 Grove Park Ln, Dothan, AL, 36305, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 05/24/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: bookkeeping and accounting oversight as needed (3)Name of Business: Guardian Life/ CTL Mobile LLC Address: 306 Regency Ct, Dothan, AL, 36305-1229, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be an independently contracted broker for Guardian Life insurance. Initially I will serving as a servicing agent for existing disability policies owned by current clients, and eventually, able to submit new business. RJ does not have a servicing agreement with Guardian on the disability and life insurance side (only annuity) so this is being disclosed as an OBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
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