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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-30 |
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