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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-03-20 |
| FL | RA | APPROVED | 1993-12-16 |
Branch Locations
200 Central Avenue 24Th Floor, St. Petersburg, FL 33701 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 11/1993 | Present |
(1) Name of Business: Salvation Army Advisory Board Address: Downtown , St. Petersburg, FL, 33701, United States Activity Type: Non-profit Position/Title: Advisory Board Investment Related: Yes Start Date: 01/28/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I serve on the advisory board division for the St. Petersburg Salvation Army. In addition, I serve on the Finance Committee. As a committee member I do not advise on investments for the endowment fund. (see below)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
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