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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-05-15 |
Branch Locations
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Ponte Vedra Beach | FL | 04/2015 | Present |
(1) The University of North Florida Address: Jacksonville, FL Nature of the Business: Board Member/Officer/Director Position/Title: Advisor Investment Related:No Start Date: 08/01/2016 Hours per month devoted to this business: 1.5 Hours per month devoted to this business during trading hours: 0 Description of duties: Member of UNF Financial Services Advisory Board. Provide counsel to UNF faculty and leadership in strategy to strengthen, grow and support their Financial Services major within the Coggins College of Business. (2)Name of Business : Association For Corporate Growth Address: Ponte Vedra Beach, FL Nature of the Business: Board Member/Officer/Director Position/Title: Advisor Investment Related:No Start Date: 09/17/2019 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: I serve as one of thirteen Board Members for the Association for Corporate Growth (ACG) in a non-compensated advisory role. ACG was founded in 1954 with chapters worldwide representing 14,500 members with a mission to drive middle market corporate growth 3) Name of Business: Invest For Better Address: 108 Haverhill Drive, Ponte Vedra Beach, FL, 32082, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 09/11/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as co-group leader of a small group of women (under 12) who are interested learning how to align their investments with their values. Will follow the curriculum provided by the Invest For Better non-profit organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-02 |
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