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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-06 |
Branch Locations
200 Crescent Court Suite 500, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Dallas | TX | 01/2008 | 09/2016 |
| Raymond James & Associates, Inc. | Dallas | TX | 09/2016 | Present |
) Name of Business: CG Family Investments LP Address: 3218 Hanover, Dallas, TX, 75225, United States Activity Type: Business Owner Position/Title: Officer - Secretary Investment Related: Yes Start Date: 01/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: take notes at family meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-03 |
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