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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-01-03 |
Branch Locations
1490 S Price Rd Suite 308, Chandler, AZ 85286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2016 | 07/2018 |
| Raymond James | Tempe | AZ | 05/2016 | 10/2016 |
| Raymond James & Associates | Chandler | AZ | 07/2018 | Present |
1) Name of Business : Tempe Leadership Address: Tempe, AZ Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 11/04/2019 Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 4 Description of duties: Making sure to keep track of donations and that they are submitted to the Non profit account correctly. No accounts will be opened in this position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-15 |
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