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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-18 |
| LA | RA | APPROVED | 2019-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | New Orleans | LA | 02/2010 | 06/2019 |
| Raymond James Financial Services, Inc. | New Orleans | LA | 06/2019 | Present |
| Raymond James Financial Services Advisors Inc. | New Orleans | LA | 06/2019 | Present |
(1)Name of Business: Castle H Properties Address: 201 N Roadway St, New Orleans, LA, 70124, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/04/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property rentals (2)Name of Business: Henderson Hutter Group, LLC Address: 636 Carondelet, New Orleans, LA, 70130, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/17/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner and financial advisor (3)Name of Business: New Orleans Yacht Club Address: 403 N Roadway St, New Orleans, LA, 70124, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Interact with Bookkeeper and staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-23 |
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