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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-05 |
| FL | RA | APPROVED | 2011-03-21 |
Branch Locations
The Lincoln Building 1691 Michigan Ave., Suite 215, Miami Beach, FL 33139 • 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 |
|---|---|---|---|---|
| Raymond James And Associates | Miami Beach | FL | 03/2011 | Present |
(1) HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. (GALIM CHAPTER) - NEW YORK, NY, TREASURER, DEVOTE APPROX 5 HRS PER MONTH, NONE DURING BSNS HRS. (2)Name of Business : Mount Sinai Medical Center Address: Mount Sinai Medical Center, 4300 Alton Road,Miami Beach, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Director Investment Related:No Start Date: 03/11/2011 Hours per month devoted to this business: 0.5 Hours per month devoted to this business during trading hours: 0.5 Description of duties: advisory board of trustees are basically a member at large but has no voting rights. All decision making is by the Executive Committee which I am not on. 3)Name of Business: The Rabbi Gary A. Glickstein Foundation of Temple Beth Sholom Address: Temple Beth Sholom, 4144 Chase Avenue, Miami Beach, FL, 33140, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: there will be a meeting once every quarter to review and oversee the management of the foundation's assets. The foundation's assets are invested with the Greater Miami Jewish Federation endowment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-27 |
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