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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-02-16 |
| TX | RA | APPROVED | 2022-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Sumter | SC | 07/2014 | 02/2021 |
| Truist Investment Services, Inc. | Sumter | SC | 02/2021 | 02/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 02/2022 |
| Raymond James & Associates, Inc. | Sumter | SC | 02/2022 | Present |
(1)Name of Business: Church of the Holy Comforter Address: Church of the Holy Comforter , Sumter , SC, 29150, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Investment Committee (3 committee members) that serve under the Finance Committee (8 committee members), both of which serve under the authority of a 12 member Vestry that has ultimate authority to make all financial decisions regarding both the operational budget of the Church, as well as it's endowment. (2)Name of Business: Church of the Holy Comforter Address: 213 N Main St, Sumter , SC, 29150, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 02/16/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Member of Church Finance Committee (12 members) which serves in an advisory capacity to the Vestry (also 12 members), the Vestry makes all financial decisions of the Church. The finance committee oversees all operating expenditures of the Church in accordance with the Vestry's authority.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-19 |
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