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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-07-01
  • IN RA
    APPROVED
    Since 2021-07-01

Branch Locations

125 S. Chestnut Street, Seymour, IN 47274 • 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
Kay Jewelers Edinburgh IN 04/2016 10/2018
Sunglass Hut Edinburgh IN 05/2015 01/2020
Cummins Columbus IN 10/2019 01/2020
Old National Bank Columbus IN 01/2020 04/2020
Jackson County Bank Seymour IN 04/2019 07/2020
Raymond James Financial Services Inc Seymour IN 07/2020 Present
Jcb Investment Services Seymour IN 07/2020 Present
  • 04/2016 → 10/2018
    Kay Jewelers
    Edinburgh, IN
  • 05/2015 → 01/2020
    Sunglass Hut
    Edinburgh, IN
  • 10/2019 → 01/2020
    Cummins
    Columbus, IN
  • 01/2020 → 04/2020
    Old National Bank
    Columbus, IN
  • 04/2019 → 07/2020
    Jackson County Bank
    Seymour, IN
  • 07/2020 → Present
    Raymond James Financial Services Inc
    Seymour, IN
  • 07/2020 → Present
    Jcb Investment Services
    Seymour, IN
Other Businesses

(1)Name of Business: JCB Investment Services Address: 125 S. Chestnut Street, Seymour, IN, 47274, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/08/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I was a support administrator and am now a financial advisor (2)Name of Business: JCBank Address: 125 S. Chestnut Street, Seymour, IN, 47274, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 04/29/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I was a bank teller until July of 2020, at that point, I became an support role or assistant for Dan Anderson, the financial advisor and program manager of the FID branch at JCBank. I am now a financial advisor with Raymond James and still operating within the bank.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-30
  • S66 Uniform Combined State Law Examination
    2021-06-30

View on SEC IAPD

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