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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-16 |
| ID | RA | APPROVED | 2020-05-28 |
Branch Locations
2100 Northwest Blvd. Suite 260, Coeur D Alene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D'ALene | ID | 04/2011 | 05/2020 |
| Bank Of America, N.A. | Coeur D Alene | ID | 07/2011 | 05/2020 |
| Raymond James & Associates, Inc | Coeur D Alene | ID | 05/2020 | Present |
I*123199 For profit or not for profit: Non-Profit Organization Name of outside business organization: Coeur d'Alene Rotary Endowment Foundation Investment related: N Address of business: coeur d'alane,, Idaho 83816 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 5/13/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board of Directors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-06 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-05 |
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