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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2018-10-31 |
Branch Locations
70 Lincoln Street 3Rd Floor, Lewiston, ME 04240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Androscoggin Bank | Lewiston | ME | 04/2016 | Present |
| Investment Financial Corporation | Tampa | FL | 06/2016 | 12/2016 |
| Raymond James Financial Services, Inc | Lewiston | ME | 10/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Lewiston | ME | 10/2018 | Present |
(1)Name of Business: Community Concepts INC Address: 30 Lisbon St, Lewiston, ME, 04240-7116, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 03/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be a board member and Treasure for Community Concepts. My responsibility's are to meet with the CFO monthly to review financials, and report updates at the board meeting from the the Finance Committee. Meetings take place via zoom.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-22 |
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