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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2004-05-06 |
Branch Locations
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
Bokeelia, FL • United States
Amherst, OH • United States
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. | North Olmsted | OH | 10/2000 | Present |
(1)Name of Business: Ohio Tree Farm Committee Address: 507 Main St, Zanesville, OH, 43701, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 08/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing the administration and promotion of the Ohio Tree Farm program, which is part of the American Tree Farm System. As a member of Finance committee, will help prepare investment policy statement and search of appropriate asset managers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-22 |
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