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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-02-16 |
Branch Locations
7350 Jefferson Hwy Suite 490, Baton Rouge, LA 70806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Baton Rouge | LA | 08/2016 | 02/2023 |
| Charles Schwab Bank | Baton Rouge | LA | 08/2016 | 02/2023 |
| St. Jean Vianney Catholic Church | Baton Rouge | LA | 01/2018 | 02/2023 |
| Raymond James & Associates, Inc | Baton Rouge | LA | 02/2023 | Present |
(1)Name of Business: Address: 6553 Red Rose Dr, Baton Rouge, LA, 70817, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/20/2020 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 am the landlord/owner of an investment property. (2)Name of Business: St. Jean Vianney Catholic Church Address: 16166 S Harrell's Ferry Rd, Baton Rouge, LA, 70816, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: St. Jean Vianney Catholic Church has asked me to become a member on their Parish Finance Committee. The committee meets quarterly to discuss the Parish finances. Monthly reports are sent out to members for review via email.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
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