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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-11-29 |
| MI | RA | APPROVED | 2010-04-08 |
Branch Locations
150 Central Ave., Suite 200, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Holland | MI | 09/2007 | Present |
(1) Name of Business: Community Foundation of Holland Zeeland Address: 85 East 8th Street Suite 110, Holland , MI, 49423, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/14/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: periodically review the investment portfolio of the Community Foundation Holland Zeeland as part of an investment committee; we may be asked to consider recommendations for deploying cash, underperforming managers, asset allocation, rebalancing (2) Name of Business: ID Partners Address: 150 Central Ave, Holland , MI, 49423, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 01/07/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% Partner in ID Partners LLC, can sign contracts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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