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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-06-23 |
| SC | RA | APPROVED | 2015-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Beaufort | SC | 05/2015 | Present |
(1)Name of Business: 305 Carteret LLC Address: 305 Carteret Street, Beaufort, SC, 29902-5525, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are sole partners in 305 Carteret LLC. this is an LLC created to own and lease the properties at 305 and 303 Carteret Street. Our renter at 305 Carteret is my RJAS office, TLS Partners, LLC. (2)Name of Business: First Presbyterian Church Address: 98 Bay Drive, Beaufort , SC, 29907, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 09/06/2022 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 will be serving a second term on the finance committee, but no longer an elder for the church
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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