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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-10 |
| AL | RA | APPROVED | 2013-02-13 |
Branch Locations
2900 Highway 280 Suite 100, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Birmingham | AL | 02/2013 | Present |
| Aim Point Capital Llc | Huntsville | AL | 01/2020 | Present |
(1)Name of Business: Dawson Memorial Baptist Church Address: 1114 Oxmoor Rd, Birmingham , AL, 35209, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review financial statement. Present financial reports to various committees at the church. Approve check issuances (2)Name of Business: Green Valley Investment Group, LLC Address: 4384 Kings Mountain Ridge, Vestavia, AL, 35242, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% member of LLC\nI issue checks that will be used to invest in private placement investments. (3)Name of Business: Rental Real Estate Address: 4348 Kings Mountain Ridge, Vestavia, AL, 35242, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: The WellHouse Address: 4384 Kings Mountain Ridge, Vestavia, AL, 35242, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Director Investment Related: Yes Start Date: 10/15/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the board of directors (non-profit charity) to promote awareness and fund raising for The WellHouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-02 |
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