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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-21 |
| FL | RA | APPROVED | 2006-11-20 |
Branch Locations
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • 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 | Ponte Vedra | FL | 11/2006 | Present |
1) Name of Business : St. Pauls Annual Scholarship Golf Classic Address: 14505 Marsh Island Lane,Jacksonville, FL Nature of the Business: Board Member/Officer/Director Position/Title: Finance Committee Member Investment Related: Yes Start Date: 12/01/2015 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Golf Committee board member and finance chair. Responsibilities include raising funds thru donations, gifts, silent auction, golf rounds etc. and maintaining records of income/expenses. I do not have access to bank account or check writing privileges 2)Name of Business : Marsh Island HOA Address: Jacksonville , FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related: No Start Date: 07/16/2019 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: On July 17th, 2019 I was nominated and elected to be the President of our Home Owners Association (HOA). The role includes homeowners & Board meetings, approval of dues, assessments and annual HOA budget. As well as insure the HOA is in good standing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-13 |
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