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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-11 |
Branch Locations
541 S. Orlando Avenue Suite 209, Maitland, FL 32751 • United States
Winter Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Maitland | FL | 03/1999 | Present |
| Raymond James Financial Services Advisors | Maitland | FL | 05/2009 | Present |
| Ocps Orange County (Fl) Public Schools Edgewater Hs | Orlando | FL | 09/2023 | Present |
(1)Name of Business: Elodie Smith AK Address: 1311 Essex Rd, Winter Park, FL, 32789, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 05/25/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. My Aunt Elodie Smith / Tilney passed away on 5/25/19. I was named a Personal Rep / Trustee of her estate in her Will, together with her older daughter Elodie Emig. Together we are settling her estate, which is all in 'Trust', will not enter Probate. (2)Name of Business: Elodie Smith AK; Smith Elodie Tr Address: 1311 Essex Rd, Winter Park, FL, 32789, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/25/2019 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 was named a Personal Representative in my Aunt's Will. She passed away on 5/25/19, creating a new Trust for her assets. Her older daughter Elodie Emig and I are the two Trustees. (3)Name of Business: Elodie Smith AK; Smith Elodie Tr Address: 1311 Essex Rd, Winter Park, FL, 32789, United States Activity Type: Control Person Position/Title: Trustee (Acting), Other (Acting) Investment Related: Yes Start Date: 05/06/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. I am acting as an Executor and Trustee of my Aunt's Estate. (4)Name of Business: Victoria S Moor Address: 1311 Essex Rd, Winter Park, FL, 32789, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee on an RJ Trust account for my cousin Vicky Moore. Her sister Elodie Emig and I were named as Trustees in their Mother Elodie Smith's Will / Trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-22 |
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