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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-09-24 |
Branch Locations
2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Sarasota | FL | 05/2012 | Present |
(1)Name of Business: JFCS of the Suncoast Address: 2688 Fruitville RD, Sarasota, FL, 34237, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Vice Chair of Board. No direct responsibility other than to be part of the Executive Committee. Investment Committee meets 4 times per year. Investments are managed by Truist. I will have no ability to invest or deal with cash. There is no check signing authority. All decisions go through the CFO of JFCS to move money
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-20 |
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