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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2019-11-21 |
| MD | RA | APPROVED | 2019-09-03 |
Branch Locations
7501 Wisconsin Ave. Suite 740W, Bethesda, MD 20814 • United States
Rockville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Bethesda | MD | 04/2008 | 09/2019 |
| Raymond James & Associates, Inc. | Bethesda | MD | 09/2019 | Present |
(1) Name of Business: Jewish Foundation for Group Homes dba Makom Address: 11300 Struttmann Terrace, Rockville, MD, 20852, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member, Executive Member Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer, Executive Committee Member, and Board member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-12 |
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