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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-12-16 |
Branch Locations
309 S.E. Osceola Street Suite 300, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 12/1998 | Present |
| Bank Of America, N.A. | Stuart | FL | 07/2011 | Present |
| Raymond James & Associates, Inc. | Stuart | FL | 12/2013 | Present |
(1)Name of Business: Council on Aging Martin County Address: 900 SE Salerno Road, Stuart, FL, 34997, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 06/18/2025 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 Member, review Non-Profit Activities, discuss fund raising, discuss use of donations, federal and local grants, discuss operations and adjustments to community needs. (2)Name of Business: The Council on Aging of Martin County at the Kane Center Address: 900 SE Salerno Road, Stuart, FL, 34997, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/22/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member of Finance Committee, discuss activities of organization, donations, expenditures, capital improvements, community programs and activities, expansion and resources
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-15 |
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