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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-03 |
| VA | RA | APPROVED | 2013-02-13 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
2 disclosure categories 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. | Richmond | VA | 02/2013 | Present |
(1)Name of Business: Collegiate School Address: 103 N. Mooreland Road, Richmond, VA, 23229, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 09/02/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: unpaid volunteer serving on the school's investment committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-22 |
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