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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED_RES | 2024-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Louisville | KY | 02/2013 | 08/2024 |
| Raymond James Financial Srvices, Inc. | Louisville | KY | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Louisville | KY | 08/2024 | Present |
(1)Name of Business: Big Spring Country Club Address: 5901 Dutchmans Lane, Louisville, KY, 40207, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As a board member on the Tennis Committee I am responsible for bringing new ideas or concerns to the larger board members to better the ability of the club in regards to the tennis program. (2)Name of Business: Clearpath Financial LLC Address: 4070 Westport Rd, Louisville, KY, 40207-3144, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am an owner and partner of the Clearpath Financial LLC, I will be acting as an owner and financial advisor in this role as our business is transferring to the independent side of Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-22 |
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