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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-09 |
| TN | RA | APPROVED | 2023-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Memphis | TN | 02/2013 | 07/2023 |
| Chai Wealth Management Llc | Memphis | TN | 07/2023 | 08/2023 |
| Raymond James & Associates Inc. | Memphis | TN | 08/2023 | Present |
(1)Name of Business: Memphis Jewish Community Center Address: 6560 Poplar Ave, Memphis, TN, 38138, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: Yes Start Date: 06/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: On 6/1/2025, I was nominated and voted to be the Secretary Treasurer for the next year or two?\nAttend board meetings, make a donation, and be an advocate for the MJCC (2)Name of Business: Temple Israel Address: 1376 E Massey Rd, Memphis, TN, 38120, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 04/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend board meetings, volunteer, be an advocate for Temple Israel, and make a contribution. (3)Name of Business: Wendy & Avron Fogelman Foundation Address: 6560 Poplar Ave, Suite B, Germantown, TN, 38138, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Director Investment Related: Yes Start Date: 09/28/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Class I director appointed by the Jewish Foundation of Memphis (of which I am a Board Member). Oversee, the work the Jewish Foundation of Memphis does for the Foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-13 |
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