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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-27 |
| FL | RA | APPROVED | 2023-06-26 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2000 | 06/2023 |
| Bank Of America, Na | Ponte Vedra Beach | FL | 01/2010 | 06/2023 |
| Raymond James & Associates, Inc. | Jacksonville | FL | 06/2023 | Present |
(1)Name of Business: Christ Church Presbyterian Address: 9794 Old Saint Augustine Road, Jacksonville, FL, 32257, United States Activity Type: Non profit Position/Title: Other, Officer - Treasurer Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm a deacon of my church, and the treasurer position is one of checks and balances. I have no check signing authority and don't hold my self out to be a financial advisor or provide financial advise or guidance in the position. I check the budget, to ensure we're on track and report to the elders, which is the governing body of the church. They make all financial decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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