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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2013-02-13 |
| TX | RA | APPROVED | 2013-02-13 |
Branch Locations
360 Concord Street Suite 210, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Charleston | SC | 02/2013 | Present |
(1)Name of Business: Kappa Alpha Order Educational Foundation Address: 360 Concord Street, suite 210, Charleston, SC, 29401, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on the investment/finance committee as an advisor. We monitor investment performance, review the IPS, and set scholarship spending. Investments are managed by a third-party firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-26 |
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