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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-04 |
| LA | RA | APPROVED | 2015-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Monroe | LA | 09/2015 | Present |
(1)Name of Business: St Frederick High School Finance Committee Address: 3300 Westminster Avenue, Monroe, LA, 71201, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: Yes Start Date: 08/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To Review Current School Financials and Provide Financial Recommendations to the Board in Reference to Budgeting/Spending and Investments Based on the Investment Policy Statement Outlined by St Frederick High School.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-26 |
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