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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-05-20 |
| FL | RA | APPROVED | 2009-04-24 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • 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, Inc. | Jacksonville | FL | 04/2009 | Present |
(1)Name of Business: First Coast YMCA Address: YMCA Corporate Office, 40 E Adams Street Suite 210, FL, 32202, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member of the First Coast YMCA Metro Board and in April will become chair of the finance committee and Treasurer (2)Name of Business: YMCA of Florida's First Coast Address: 40 East Adams St SUite 210, Jacksonville, FL, 32202, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/12/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Members demonstrate leadership in supporting the YMCA's mission and fund-raising objectives by making personal contributions Assisting and guiding staff leadership in long-range strategic planning for major fundraising initiatives
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-24 |
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