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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-09-06 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
320 Park Ave, Fl 12, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | New York | NY | 01/2001 | 09/2016 |
| Raymond James & Associates, Inc. | Baltimore | MD | 09/2016 | Present |
(1)Name of Business: Associated Catholic Charities, Inc Address: 7112 Rich Hill Rd, Baltimore, MD, 21212, United States Activity Type: Non profit Position/Title: Other, Subcommittee Member, Committee Member Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chair of the Investment Committee\nMember of the Board of Trustees \nMember of the Finance Committees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2000-07-10 |
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