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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-12-09 |
Branch Locations
11595 N Meridian St, Ste 100, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Carmel | IN | 03/2010 | 12/2020 |
| Raymond James Financial Services Advisors, Inc. | Carmel | IN | 12/2020 | Present |
| Raymond James Financial Services, Inc. | Carmel | IN | 12/2020 | Present |
| National Football League | New York | NY | 07/2019 | Present |
(1) Name of Business: Address: 1685 E. 116th St. Unit #A418, Carmel, IN, 46032, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/21/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a rental home (2) Name of Business: Accolade Wealth Management Address: 11595 N. Meridian St., Suite 100, Carmel, IN, 46032, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/08/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Run the whole business (3) Name of Business: Football Official Address: 12958 Limberlost Dr., Carmel, IN, 46033, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 03/21/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Officiate NCAA, NAIA. IFL & NFL football games (4) Name of Business: Indoor Football League (IFL) Address: 47156 S. Clubhouse Rd., Sioux Falls, SD, 57108, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 01/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Football official for 2025 league games (5) Name of Business: Phi Delta Theta Address: 12958 Limberlost Dr., Carmel, IN, 46033, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 08/16/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Committee member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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