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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-14 |
| WA | RA | APPROVED | 2023-09-25 |
Branch Locations
501North Riverpoint Blvd Suite 245, Spokane, WA 99202 • United States
Spokane, WA • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane | WA | 06/1992 | 09/2023 |
| Bank Of America, N.A. | Spokane | WA | 05/2011 | 09/2023 |
| Raymond James & Associates, Inc. | Spokane | WA | 09/2023 | Present |
(1)Name of Business: Boyd Holdings LP Address: 2514 Forest Brook , Upper St. Clair, PA, PA, 15241, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Officer - CEO Investment Related: Yes Start Date: 05/13/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: The company is an owner of individual holes in AZ which are rented. (2)Name of Business: k-Squared Developments Address: 2514 Forest Brook Drive, Upper St. Clair, PA, 15241, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 04/05/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The LLC is a owner and renter of office and residental properties in Pittsburgh PA (3)Name of Business: Oceans Six LLC Address: 2514 Forest Brook Dr, Upper St. Clair, PA, 15241, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner/rental property in Stone Harbor NJ....presently do not own anything LLC is not active
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-03 |
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