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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-01-16 |
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
8390 Airport Blvd Suite 102, Juneau, AK 99801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank Na | Juneau | AK | 05/2010 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Juneau | AK | 02/2017 | 01/2025 |
| Bank Of America, N.A. | Juneau | AK | 10/2017 | 01/2025 |
| Raymond James & Associates Inc. | Juneau | AK | 01/2025 | Present |
I* 1747298 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Partnership Inc Investment related: no Address of business: Juneau, AK, 99801 Nature of business: Non-Profit Organization Position, title, association: Committee Member Start date of relationship: Number of hours devoted: 1 monthly Number of hours devoted during trading hours: 0 Duties: The Partnership Inc is a non-profit organization established with endowment funds for fundraising the new construction of future Juneau Arts Center, this is community collaborative with the JACH Juneau Arts and Humanity Council https://www.juneauartsandhumanitiescouncil.org The role of committee member is to provide feedback for brainstorming ideas for fundraising events, the committee member is not a board of director member, no role of administration or leadership role. The committee member only participate in the brainstorming of fundraising ideas, educational knowledge and discussion; while the Board of Directors are the fundraising members in collaboration with the JAHC board and organization. The Committee member will meet once a month to share discussion and updates. The "New JACH" or future Juneau Arts Center has been fundraising funds for construction project for over 5 years.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
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