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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-13 |
| MO | RA | APPROVED | 2016-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Chesterfield | MO | 05/1992 | 09/2016 |
| Raymond James And Associates | St Louis | MO | 09/2016 | Present |
(1)Name of Business: Address: 2610 Bopp, St. Louis, MO, 63131, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 11/13/2017 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 of property. Father collects rent and makes repairs. I pay taxes once a year. (2)Name of Business: rental property at 3 Redbud in Warrenton MO Address: 2610 Bopp road, St Louis, MO, 63131, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 11/13/2017 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 of property.. I collect rent and makes repairs. I pay taxes once a year. (3)Name of Business: Warren County Bancshares or The Missouri Bank Address: Main Street, Warrenton, MO, 63383, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 10/01/1983 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My family has owned the bank for over thirty five years. I have been on the board of directors for about twenty years. I fully disclosed this holding and activity to RJ upon my hire five years ago. (4)Name of Business: Warren County Bankshares or The Missouri Bank Address: 104 N Hwy 47, Warrenton, MO, 63383, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 10/01/1983 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board of Director member for 20 years
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 1992-11-06 |
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