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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-16 |
| IN | RA | APPROVED | 2013-02-13 |
Branch Locations
11611 N Meridian St Ste 600, Carmel, IN 46032-7118 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Indianapolis | IN | 02/2013 | Present |
(1) Name of Business: Indiana Motor Truck Association Address: 1 North Capitol, Indianapolis, IN, 46204, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 02/11/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Member of the board of directors that receives updates and attends meetings regarding transportation in Indiana. I have been asked to serve on the finance committee. This will include only input on budgeting for the organization, no add'l authority/voting (2) Name of Business: Woodland Country Club Address: 100 Woodland Lane, Carmel, IN, 46032, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would serve on the finance committee with no check writing or investment input, as we don't have any investments. I would strictly be involved in budgeting and operations review.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-31 |
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