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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-10-26 |
| IN | RA | APPROVED | 2006-06-29 |
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 | Carmel | IN | 05/2006 | Present |
| Lifetime Fitness | Mccordsville | IN | 03/2009 | 02/2017 |
| Ymca | Fishers | IN | 11/2016 | 03/2019 |
| Orangetheory Fitness | Fishers | IN | 03/2018 | 07/2018 |
(1) Name of Business : YMCA Address: Fishers, IN Nature of the Business: Part Time Hourly Employee Position/Title: Employee Investment Related:No Start Date: 11/16/2016 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: Group Fitness Instructor 2)Name of Business : Indianapolis Youth Hockey Association - Jr Fuel Address: 9022 E 126th St,Fishers, IN Nature of the Business: Board Member/Officer/Director Position/Title: Advisor Investment Related:Yes Start Date: 07/01/2021 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 1 Description of duties: Advise on the following for the program: budget, policy, strategic planning (3-5 years) and public relations/marketing. Providing a service to the IYHA Jr. Fuel community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-05 |
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