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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-23 |
| NY | RA | APPROVED | 2021-06-14 |
| CT | RA | APPROVED | 2016-02-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Goshen | NY | 03/2014 | Present |
Name of Business : Suny Orange Foundation investment committee Address: Middletown, NY Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related: Yes Start Date: 11/12/2018 Hours per month devoted to this business: 0.5 Hours per month devoted to this business during trading hours: 0 Description of duties: review advisors for Suny Orange Foundation investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-02 |
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