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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-24 |
| FL | RA | APPROVED | 2005-05-02 |
Branch Locations
14541 Hope Center Loop, Suite 101, Fort Myers, FL 33912 • 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 | St Petersburg | FL | 06/2003 | Present |
(1) KGM Memorial, Inc. - Fort Myers, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Director Investment Related:No Start Date: 07/17/2012 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Founder of KGM Memorial - An annual charity golf event. I arrange for the golf course and logistics for the event and assist in signing up golfers to play in the event. (2) Childcare of Southwest Florida - Fort Myers, FL Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related:No Start Date: 12/01/2018 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-17 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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