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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Ukiah | CA | 08/2018 | Present |
| Savings Bank Of Mendocino County | Ukiah | CA | 10/2015 | 06/2018 |
| Raymond James Financial Services, Inc | Ukiah | CA | 06/2018 | 08/2018 |
| Raymond James Financial Services Advisors Inc. | Ukiah | CA | 01/2019 | Present |
| Savings Bank Of Mendocino County | Ukiah | CA | 07/2019 | Present |
(1)Name of Business: Hospice of Ukiah Address: 620 S Dora St, Suite 101, Ukiah, CA, 95482, United States Activity Type: Non profit Position/Title: Officer - Vice President, Advisory Board Investment Related: Yes Start Date: 10/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Proposed responsibility would be to become a board of director for the local Hospice group in our area (2)Name of Business: Savings Bank of Mendocino County Address: 200 N School St, Ukiah, CA, 95482, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/23/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raymond James dual employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-10 |
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