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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-14 |
| SC | RA | APPROVED | 2008-11-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Bluffton | SC | 11/2008 | Present |
(1)Name of Business: Coastal States Wealth LLC Address: 28 Promenade St., Bluffton, SC, 29910, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: CSWAG, LLC Address: 28 Promenade St, Bluffton, SC, 29910, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/20/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchased a building to move our practice to RJAS (3)Name of Business: St. Gregory the Great/Diocese of Charleston Address: 333 Fording Island Rd., Bluffton, SC, 29909, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 03/09/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Church Finance Council. Oversee financial reports for Church, School & serves on the Investment Committee for the Diocese of Charleston. (4)Name of Business: St. Joseph's Candler Board of Trustees Address: 5353 Reynolds St., Savannah, GA, 31405, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 07/27/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To serve on the board of trustees at St. Joseph's/Candler hospital in Savannah, GA & to serve on their Finance Committee, & Corporate Compliance Committee (both sub-committees to the main Advisory Board).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-15 |
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