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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-04-04 |
Branch Locations
1100 Ridgeway Loop Road, Memphis, TN 38120 • United States
Memphis, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Memphis | TN | 04/2012 | Present |
(1)Name of Business: Address: 2909 Garden Lane, Memphis, TN, 38111, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member, Executive Member Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member and Treasurer for the Thornhill (Hardie Family) Foundation. I am a member of the Hardie Family. I am the treasurer (2)Name of Business: Alice Smith Trust Address: 2909 Garden Lane, Memphis, TN, 38111, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 12/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. I will be one of two trustees for a charitable trust that will provide funding only to a specified museum. I would not take on this role until my god Parents are both deceased (3)Name of Business: Laprade Address: 2909 Garden Lane , Memphis , TN, 38111, United States Activity Type: Control Person Position/Title: Other (Named Only), Successor trustee (Named Only) Investment Related: Yes Start Date: 03/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. I am the successor Trustee for a family trust for some long standing family friends. (4)Name of Business: Smith Address: 2909 Garden Lane , Memphis , TN, 38111, United States Activity Type: Control Person Position/Title: Successor trustee (Named Only) Investment Related: Yes Start Date: 12/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. My God Parents have asked me to act as trustee FBO their nephews trust one they are incapacitated or deceased.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-31 |
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