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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_RES 2013-04-23
FL RA APPROVED 2013-02-13
  • TX RA
    APPROVED_RES
    Since 2013-04-23
  • FL RA
    APPROVED
    Since 2013-02-13

Branch Locations

3399 Pga Blvd Suite 260, Palm Beach Gardens, FL 33410 • 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
Raymond James & Associates, Inc. Jupiter FL 02/2013 Present
Previous Registrations
  • 2006-08-07 → 2013-02-13
    Morgan Keegan & Company, Llc
    Jupiter, FL
  • 2005-05-10 → 2006-08-29
    North Palm Beach, FL
    Palm Beach Gardens, FL
Other Businesses

1)Name of Business : Alexander Burbank Murray Trust Address: Palm Beach Gardens, FL Nature of the Business: Trustee/Successor Trustee Position/Title: Trustee/Successor Trustee Investment Related:No Start Date: 01/09/2017 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: Trustee 2) Name of Business : Larry Kraines Irrevocable Life Insurance Trust Address: Jupiter, FL Nature of the Business: Trustee/Successor Trustee Position/Title: Trustee/Successor Trustee Investment Related:Yes Start Date: 07/31/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: write one check a year to insurance company to par for Life Insurance (I am not the agent on policy, my cousin--Larry's son is)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-05
S63 Uniform Securities Agent State Law Examination 1989-03-16
  • S65 Uniform Investment Adviser Law Examination
    2005-05-05
  • S63 Uniform Securities Agent State Law Examination
    1989-03-16
Other Names
  • Jonathan Cohen

View on SEC IAPD

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