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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-01 |
| FL | RA | APPROVED | 2016-04-12 |
Branch Locations
4880 West Newberry Road Suite 100, Gainesville, FL 32607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Gainesville | FL | 03/2016 | Present |
(1) Name of Business: Diocese of St. Augustine Address: 11625 Old St. Augustine Road, Jacksonville, FL, 32258, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Finance Council to approve financial decisions and teh annual budget. (2) Name of Business: St. Francis Catholic Academy Address: 4100 NW 115th Terrace, Gainesville, FL, 32607, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 12/13/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am part of a finance council that helps the principal make financial decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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