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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-19 |
| LA | RA | APPROVED | 2015-11-10 |
Branch Locations
1540 W Causeway Approach, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Mandeville | LA | 06/2015 | Present |
(1)Name of Business: RMG Link, LLC Address: 250 Azalea Dr, Mandeville, LA, 70471, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 11/22/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the manager of the single-member, manager-managed LLC owned wholly by Forge Trust Co Cust FBO Robert Gardner Roth IRA. The LLC accepts capital contributions from its owner which are then invested in alternative assets that are eligible for favorable tax treatment in a Roth, but that aren't available through conventional brokerage accounts. As the manager, I am responsible for making the actual investments once the capital contributions have been made.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-09 |
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