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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-19 |
| CA | RA | APPROVED | 2017-06-30 |
Branch Locations
832 12Th Street Suite 601, Modesto, CA 95354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Modesto | CA | 02/2005 | 06/2017 |
| Raymond James & Associates | Modesto | CA | 06/2017 | Present |
I*81042 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WOMENS EDUCATION AND LEADERSHIP LEAGUE INVESTMENT RELATED: N ADDRESS OF BUSINESS: MODESTO, CALIFORNIA 95350 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 5/5/2015 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: IS A NON-PROFIT THAT WORKS TOWARDS PROVIDING WOMEN WITH THE RESOURCES THEY NEED TO THRIVE. POSITION GENERAL BOARD MEMEBER ASSIST PRESIDENT AND OTHER BOARD MEMBERS WITH ACTIVITIES FOR THE BETTERMENT OF THE ORGANIZATION IDFA INSTITUTE FOR DANCE FINANCIAL ANALYSLS BOARD MEMBER 2 HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-10 |
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