Troy James Forman

Current Employers

Employment History

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Columbus, IN
• 01/2005 → Present
  Foxpointe Properties, Llc.
  Columbus, IN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Columbus, IN
• 08/2012 → Present
  Foxpointe Office Park Association
  Columbus, IN

Other Businesses

(1)Name of Business: Forman Investments Services, Inc. Address: 2635 Fox Pointe Dr Ste B, Columbus, IN, 47203, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2011 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: President/Owner (2)Name of Business: Foxpointe Office Park Association Address: Foxpointe Office Park, Columbus, IN, 47203, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 08/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Association where our rental property is located (3)Name of Business: Foxpointe Properties, LLC Address: 2635 Foxpointe Drive, Columbus, IN, 47203, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own and maintain our office building (4)Name of Business: St Peters Lutheran Church Foundation Address: 719 5th Street, Columbus, IN, 47201, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Foundation is a seperate entity from the church. The Foundation only has 8 members. They've asked me to serve as Treasure for the Foundation. Would received financial reports from account firm that prepares them, receive quarterly statements from portfolio. Checks are prepared by accounting firm, they require multiple signatures. Checking accounts are maintained by accounting firm. Would not be accepting deposits.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-10-29

Other Names

• Troy James Forman