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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-05 |
| OH | RA | APPROVED | 2020-03-27 |
| VA | RA | APPROVED | 2015-07-27 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Richmond | VA | 07/2015 | Present |
(1)Name of Business: Foundation for Children with Intellectual and Developmental Disabilities (FCIDD). Address: 4900 Cool Spring Dr, CHESTER, VA, 23831, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Director Investment Related: Yes Start Date: 09/12/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: attend monthly virtual board meetings, vote on officers, grant requests, general policy decisions for non profit foundation; Beginning Sept 2025, if elected Treasuret, chair finance committee, prepare annual budget and monthly accounting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-26 |
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