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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
| IN | RA | APPROVED | 2024-10-09 |
Branch Locations
9410 Calumet Avenue Suite 403, Munster, IN 46321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Medical Systems | Memphis | TN | 09/2022 | 07/2024 |
| Cintas | Mason | OH | 11/2016 | 09/2022 |
| Marconi Baking Company | Chicago Heights | IL | 03/2015 | 11/2016 |
| Raymond James Financial Services, Inc. | Munster | IN | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Munster | IN | 10/2024 | Present |
(1)Name of Business: Birchwood Farms Home Owners Association Address: 12366 Magoun Avenue, Cedar Lake, IN, 46303, United States Activity Type: Non profit Position/Title: Subcommittee Member, Committee Member Investment Related: Yes Start Date: 02/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been asked by my neighborhood HOA to join and participate on two committees; the budgetary committee and the vendor contract committee. My involvement will be limited in scope and on a voluntary basis. My primary function will be consulting on the budget and assisting with contacting vendors for quotes (lawn care, management, snow removal service, etc...). It is not an elected position on the board, and holds no authority. (2)Name of Business: GFI Wealth Partners Address: 9410 Calumet Ave Ste 403, Munster, IN, 46321, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/23/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor\nTechnology Lead
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-04 |
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