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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-07 |
| NM | RA | APPROVED | 2016-05-03 |
Branch Locations
5911 Jefferson St Ne Ste A, Albuquerque, NM 87109 • 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 Financial Services Advisors Inc. | Albuquerque | NM | 05/2016 | Present |
(1)Name of Business: All Faith's Address: 1709 Moon St NE, Albuquerque, NM, 87112, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a committee member for the investment funds committee of the non profit organization, All Faith's. I meet quarterly for the institutional funds committee. No control or compensation in any position. (2)Name of Business: Animal Humane New Mexico Address: 615 Virginia St SE, Albuquerque, NM, 87108, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 11/06/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review of financials and fiduciary mission driven focus for organization. No control over funds or investments. (3)Name of Business: The Renaud Investment Group, INC Address: 5911 Jefferson St NE Ste A, Albuquerque, NM, 87109, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/02/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Seeing clients, doing paperwork, submitting advertising to compliance, investment oversight for clients, administrative.\n\nThis truly is our DBA and succession structured practice as an INC, S Corp for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-12 |
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