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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-08 |
| IL | RA | APPROVED | 2015-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Carmi | IL | 08/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Carmi | IL | 08/2015 | Present |
| First Mid-Illinois Bank | Carmi | IL | 08/2015 | 04/2019 |
| First Mid Bank & Trust | Carmi | IL | 08/2015 | Present |
(1)Name of Business: Blackstone Products Address: 709 County Road 1200 N, Carmi, IL, 62821, United States Activity Type: Referral Fees Position/Title: Other Investment Related: No Start Date: 08/22/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My activities include posting on personal social media sites about Blackstone products and creating cooking related content on social media. My role is an Ambassador for Blackstone products. (2)Name of Business: Carmi Elks Club Address: 217 E. Cherry Street, Carmi, IL, 62821, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 01/09/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities include attending board meetings and general club meetings. I will also participate in the club's community activities. My responsibilities include attending board meetings and general club meetings. I will also participate in the club's community activities. As Treasurer, I will use the Elk's lodge software to complete financial reports on a monthly basis. \n (3)Name of Business: First Mid Bank & Trust Address: 116 W Main St, Carmi, IL, 62821, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/17/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: In this role I will provide clients and potential clients with investment products thru the Raymond James Financial Services, Inc. for retirement planning and wealth management. (4)Name of Business: First Mid Wealth Management Address: 116 W Main St, Carmi, IL, 62821, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide wealth management and investment solutions to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-14 |
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