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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-10 |
Branch Locations
55 William Street Ste 250, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Wellesly | MA | 05/2012 | Present |
| Usa Softball | Surrounding Towns | MA | 04/2025 | Present |
(1)Name of Business: Sharon Energy Advisory Committee Address: 90 South main Street, Sharon, MA, 02067, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 01/08/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of the committee - responsible for analyze areas and options for renewable energy from both an environmental and financial standpoint.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
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