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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Memphis | TN | 09/2012 | Present |
(1)Name of Business: BWK LLC Address: 56 Belleair, Memphis, TN, 38104, United States Activity Type: Business Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/28/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor. No involvement in daily business operation. (2)Name of Business: Horseshoe Recreational Club Address: 2483 Horseshoe Circle, Hughes , AR, 72348, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 04/04/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Horseshoe Rec Club is a shared lake house that is a C-Corp. My husband and I bought an equity membership which represents 1/40th. I have been asked to serve on the Board as a member at large and in charge of social functions held at the club. (3)Name of Business: Texas Association of Counties Address: 1210 San Antonio Street , Austin, TX, 78768, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: TCA has an Advisory Resource Committee that is made up of Finance Directors of Texas Counties and other Municipalities as well as "Vendors" such as Banks, Broker Dealers, etc. My client, Harris County, TX, nominated me. (4)Name of Business: Wilkinson Rentals Address: 56 Belleair, Memphis, TN, 38104, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I own rental houses. Looking to buy more properties to rent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-14 |
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