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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| IA | RA | APPROVED | 2007-10-09 |
Branch Locations
13137 University Ave, Clive, IA 50325 • United States
Clive, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | West Des Moines | IA | 09/2007 | Present |
(1)Name of Business: Wakonda Country Club Address: 3915 Fleur Drive, Des Moines, IA, 50321, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/17/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the finance committee for a country club in which I am a member of. Meeting once per month to review financials of the country club and provide feedback regarding capital allocation decisions involving the club. My goal is to learn how the club allocates the capital it generates and provide input on those decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-03 |
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