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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-11 |
| MI | RA | APPROVED | 2010-03-18 |
Branch Locations
161 East Michigan Ave Suite 600, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 09/1999 | Present |
(1)Name of Business: 87 Bluff Driive, Eaton Park, South Haven Mi 49090 Address: 4008 E Hillandale Dr, Kalamazoo, MI, 49008, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner of rental home at 87 Bluff Dr, S Haven MI 49090. The home was built and owned jointly by my husband and me; however, my husband died 7/22/2020 making me the sole owner. The property is titled as Hybels Holdings, LLC, which change in title was made in January 2019. (2)Name of Business: YWCA of Kalamazoo Address: 353 E Michigan Avenue, Kalamazoo, MI, 49007, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 02/03/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment/Endowment Committee Member\nReview Investment of Endowed and Quasi-Endowed funds, review investment policy statement, and spending policy. Meet quarterly with the investment manager of the above funds to insure their compliance with the policies of the YWCA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-19 |
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