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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-25 |
| MI | RA | APPROVED | 2011-03-24 |
Branch Locations
8245 Holly Road Suite 201, Grand Blanc, MI 48439 • United States
Royal Oak, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Flint | MI | 03/2011 | Present |
(1)Name of Business: CATHOLIC CHARITIES OF SHIAWASSEE AND GENESEE COUNTIES, Address: 901 CHIPPEWA STREET, Flint, MI, 48503, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 09/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist current board with responsibilities of long-term decision making, fund raising, event planning, and assistance with employees/management of charity. (2)Name of Business: Friends of the Children - Detroit chapter Address: 1716 Cedarhill Ave, Royal Oak, MI, 48067, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 11/23/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: - Visit the chapter at least once each year. Expect to attend 100% of all Board meeting. Be an active member of a Board committee. Meet annually with a development officer to structure your annual personal\nfinancial commitment to the organization.Assist the staff in the annual appeal. Make at least five connections with potential major donors/foundations \n? Donate, and through your personal fundraising, find others to donate each year\n(minimum of $10,000).\n? Maintain confidentiality of program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
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