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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-21 |
| FL | RA | APPROVED | 2020-12-11 |
Branch Locations
30 Epic Blvd Ste 110, Saint Augustine, FL 32086 • United States
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Ponte Vedra Beach | FL | 06/2015 | 12/2020 |
| Raymond James & Associates, Inc. | St. Augustine | FL | 12/2020 | Present |
| Raymond James & Associates, Inc. | Ponte Vedra | FL | 05/2022 | Present |
FIRST BAPTIST CHURCH POSITION: Trustee NATURE: Church Organization - Trustee - Assist the Senior pastors and chief adminstrator whith church administration oversight. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 119 W. Beaver St, Jacksonville FL 32210 FIRST BAPTIST ACADEMY POSITION: Board Member NATURE: Church/School Organization -Board Member - Assist the Head of School with School administration oversight. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 124 West Ashley Street, Jacksonville FL 32202 AMI KIDS POSITION: Board Member NATURE: Dedicated to helping kids discover potential within them, transform their lives and strengthen our community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 13375 Beach Blvd., Jacksonville FL 32246 JACKSONVILLE CHAMBER OF COMMERCE POSITION: Trustee NATURE: Assist other top corporate and community leaders in an integral role in the direction and growth of the regions business community. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 3 Independent Drive, Jacksonville FL 32202 PINE CASTLE POSITION: Board Member NATURE: Empowering Individuals with Intellectual & Developmental Differences. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 4911 Spring Park Road, Jacksonville FL 32207
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-29 |
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