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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-29 |
| ID | RA | APPROVED | 2010-06-24 |
Branch Locations
450 B Street P.O. Box 51996, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Finncial Services, Inc | Idaho Falls | ID | 06/2010 | Present |
(1)Name of Business: Address: 1616 Garfield, Idaho Falls, ID, 83401, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 10/06/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help my adult disabled son with living activities (2)Name of Business: Perez Investments Address: 450 B St, Idaho Falls, ID, 83402, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: General branch administration (3)Name of Business: Young & Associates Address: 450 B St, Idaho Falls, ID, 83402, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/10/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Review client files, meet with clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
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