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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-04
ID RA APPROVED 2019-05-23
  • TX RA
    APPROVED
    Since 2020-08-04
  • ID RA
    APPROVED
    Since 2019-05-23

Branch Locations

950 W Bannock St Suite 700, Boise, ID 83702 • United States

Boise, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Boise ID 05/1994 05/2019
Raymond James & Associates Boise ID 05/2019 Present
Sun Valley Rental Ketchum ID 06/2019 Present
  • 05/1994 → 05/2019
    Boise, ID
  • 05/2019 → Present
    Raymond James & Associates
    Boise, ID
  • 06/2019 → Present
    Sun Valley Rental
    Ketchum, ID
Previous Registrations
Other Businesses

(1)Name of Business: rc2t LLC Address: 2409 North Cliffview Way, Boise, ID, 83702, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/08/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My deceased mother had a parcel of land in her trust and my attorney recommended we move it into a LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-07-08
S63 Uniform Securities Agent State Law Examination 1988-12-19
  • S65 Uniform Investment Adviser Law Examination
    1995-07-08
  • S63 Uniform Securities Agent State Law Examination
    1988-12-19

View on SEC IAPD

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