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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-17 |
| DE | RA | APPROVED | 2012-04-12 |
Branch Locations
900 Foulk Road Suite 201, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Fianancial Services, Inc. | Wilmington | DE | 06/2007 | Present |
| Raymond James Financial Services Advisors Inc. | Wilmington | DE | 04/2012 | Present |
| Sanford School | Hockessian | DE | 09/2012 | 03/2018 |
| Conrad | Wilmington | DE | 06/2019 | 11/2020 |
(1) Name of Business: Butler Financial, LTD Address: 1011 Centre Rd Ste 305, Wilmington, DE, 19805-1266, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 07/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We DBA as Butler Financial. Entity owed is Patronus Partners and I am co-owner. (2) Name of Business: Fund for Women Address: 213 Pinehurst Rd , Wilmington, DE, 19803, United States Activity Type: Non profit Position/Title: Advisory Board 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: Member of the Finance Committee (3) Name of Business: Patronus Partners LLC Address: 1011 Centre Rd Ste 305, Wilmington, DE, 19805-1266, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Co-owner of Patronus Partners LLC - DBA Butler Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-15 |
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