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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Viera | FL | 08/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Viera | FL | 08/2015 | Present |
(1)Name of Business: CPA Financial Enrichment Group Address: 8085 Spyglass Hill Rd, Viera, FL, 32940, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/27/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CPA Financial Enrichment Group is DBA Support Co. under which I am an acting advisor through RJFS (2)Name of Business: Waterford Pointe Homeowners Association Address: 1064 Wimbledon Drive, Melbourne, FL, 32940, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 03/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist, comments, on Homeowner association activities and budget items. I would participate on projects (i.e. annual picnic) and/or ongoing committees (lawn committee, irrigation committee, etc). I
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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