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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-09 |
| FL | RA | APPROVED | 2008-03-18 |
Branch Locations
537 North Magnolia Avenue, Orlando, FL 32801 • 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. | Orlando | FL | 03/2008 | Present |
Name of Business : Willow Creek Church, PCA Address: Winter Springs, FL Nature of the Business: Religious Position/Title: Deacon Investment Related: Yes Start Date: 01/17/2019 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Serve on Finance Team which prepares the church budget and also serve on the Care Team which cares for members and the community at large. Care team offers personal budget counseling, prayer and administers the Deacon Fund collections to families.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-20 |
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