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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-12 |
| NY | RA | APPROVED | 2021-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dalton, Greiner, Hartman, Maher & Co., Llc | New York | NY | 01/2008 | 05/2021 |
| Raymond James & Associates, Inc. | Mount Kisco | NY | 05/2021 | 01/2022 |
| Raymond James & Associates, Inc. | Somers | NY | 01/2022 | Present |
(1)Name of Business: Green Address: 219 Fox Meadow Rd, Scarsdale, NY, 10583, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/30/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Responsible for Dorothy's trust and estate (2)Name of Business: Plum White Press Address: 219 Fox Meadow Rd, Scarsdale, NY, 10583, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 01/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author of poetry books and editor of others' literary books
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-08 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
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