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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-29 |
| FL | RA | APPROVED | 2021-07-22 |
| TX | RA | APPROVED_RES | 2021-05-25 |
Branch Locations
2 N. Tamiami Trail Suite 608, Sarasota, FL 34236 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palm-Aire At Sarasota Country Club | Sarasota | FL | 08/1986 | 05/2021 |
| Raymond James & Associates, Inc. | Bradenton | FL | 09/1987 | 05/2021 |
| Janney Montgomery Scott Llc | Sarasota | FL | 05/2021 | Present |
1) The First Tee of Sarasota-Manatee; not investment related; 8586 Potter Park Drive, Sarasota, FL 34238; Charitable Organization; Member of Board of Directors; Start Date: 01/01/1998; 2 hrs per month/0.1 per trading day; Attend Monthly Board Meetings & Periodic Fundraising Events. Charitable organization dedicated to delivering life skills & healthy habits to children - using golf as "the delivery medium" to teach those skills & habits. 2) Baron Flyers, Inc; not investment related; Bradenton, FL 34202; Director/Shareholder/Co-Owner; start date: 10/01/1997; I am co-owner of the Baron Flyers, Inc., A Florida C-Corp, who's primary business activity is the ownership of an airplane. 1 hr per month 3) G&M Baron Aviation, LLC, Bradenton, FL. Managing Member (04/2025) - all duties associated with airplane ownership. Investment related, not compensated, 2 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-08 |
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