Best Investors Account Sign in
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-11-06
SC RA APPROVED 2015-06-05
  • TX RA
    APPROVED_RES
    Since 2018-11-06
  • SC RA
    APPROVED
    Since 2015-06-05

Branch Locations

305 Carteret Street, Beaufort, SC 29902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Beaufort SC 05/2015 Present
Previous Registrations
Other Businesses

(1)Name of Business: Philanthropic Education Organization Address: 2905 Waters Edge Court, Beaufort , SC, 29902, United States Activity Type: Non profit Position/Title: Officer - Treasurer 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: Treasurer is responsible for recording expenses and reimbursements that are due to members, collecting and recording dues, submitting an annual report to PEO International. Treasurer has check signing authorization and will issue checks to reimburse members for expenses incurred for various projects, pay for chapter expenses such as PEO International dues, scholarships, etc. The President can also be a check signer.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-24
  • S66 Uniform Combined State Law Examination
    2013-06-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beaufort, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor