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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| IN | RA | APPROVED | 2008-11-21 |
Branch Locations
928 North Meridian, Portland, IN 47371 • United States
Decatur, IN • 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 & Associates, Inc. | Fort Wayne | IN | 11/2008 | Present |
| Aspect Foundation | San Francisco | CA | 05/2010 | Present |
| Memories To Video | Decatur | IN | 11/2008 | 03/2018 |
(1) ASPECT FOUNDATION - SAN FRANCISCO, CA, INTERNATIONAL COORDINATOR, DEVOTE APPROX 16 HRS PER MONTH, NONE DURING BSNS HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-07 |
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