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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-13 |
| FL | RA | APPROVED | 2019-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boca Raton | FL | 01/2015 | 07/2018 |
| Jpmorgan Securities, Llc. | Palm Beach Gardens | FL | 10/2018 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 07/2018 | 12/2018 |
| Raymond James & Associates | West Palm Beach | FL | 12/2018 | Present |
(1)Name of Business: Family Church Address: 1101 S Flagler Dr, West Palm Beach, FL, 33401, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member, Deacon Investment Related: Yes Start Date: 09/17/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participate in and approve along with other board members certain project proposals and hold the church accountable to their mission statement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-23 |
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