Claire French

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-12
NY	RA	APPROVED	2021-09-10
CA	RA	APPROVED	2021-02-09

Branch Locations

Austin, TX • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	06/2019	01/2021
Santa Clara University	Santa Clara	CA	01/2017	09/2019
Teton Pines Country Club	Wilson	WY	06/2013	08/2017
First Western Trust	Jackson	WY	06/2017	09/2017
The Virginian Restaurant	Jackson	WY	07/2017	09/2017
Raymond James & Associates, Inc	Austin	TX	02/2021	Present

06/2019 → 01/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
01/2017 → 09/2019

Santa Clara University

Santa Clara, CA
06/2013 → 08/2017

Teton Pines Country Club

Wilson, WY
06/2017 → 09/2017

First Western Trust

Jackson, WY
07/2017 → 09/2017

The Virginian Restaurant

Jackson, WY
02/2021 → Present

Raymond James & Associates, Inc

Austin, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-08

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