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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-16 |
| SC | RA | APPROVED | 2013-02-13 |
Branch Locations
360 Concord Street Suite 210, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Charleston | SC | 02/2013 | Present |
1. *CHARLESTON DAY SCHOOL*15 ARCHDALE STREET, CHARLESTON, SC 29401*INVESTMENT RELATED: NO*THE ANNUAL FUND IS CHARLESTON DAY SCHOOL'S PRIMARY FUNDRAISING EFFORT. CHARLESTON DAY SCHOOL SERVES 180 STUDENTS IN GRADES 1 - 8 AND STRIVES TO BE ONE OF THE BEST INDEPENDENT SCHOOLS IN THE SOUTHEAST. THE ANNUAL FUND CAMPAIGN IS AN INTEGRAL PART OF THAT PROCESS.*OTHER*OCT. 1, 2010*1*0* 2. Mortgage from family member Address: Mount Pleasant, SC Nature of the Business: Loans - Personal to and from individuals Position/Title: Borrower Investment Related:Yes Start Date: 08/20/2020 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Borrower on a mortgage for second home in Edisto Island, SC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-13 |
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