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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-02-28 |
| OH | RA | APPROVED | 2006-03-15 |
Branch Locations
3300 Enterprise Parkway Suite 200, Beachwood, OH 44122 • United States
1 disclosure category 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 & Assoc., Inc. | Beachwood | OH | 02/2006 | Present |
(1) PEPPERTREE CAPITAL LP ADDRESS: SOLON, OH NATURE OF THE BUSINESS: PERSONAL/PRIVATE INVESTMENT POSITION/TITLE: PERSONAL/PRIVATE INVESTMENT INVESTMENT RELATED:YES START DATE: 07/31/2008 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: I AM SIMPLY AN INVESTOR (2) BEECHMONT COUNTRY CLUB - 29600 CHAGRIN BLVD., PEPPER PIKE, OHIO. START DATE - 1/15/2008, I AM ONE OF 12 INDIVIDUALS WHO HELP MANAGE THE LONG TERM ISSUES REGARDING A PRIVATE, NON-PROFIT COUNTRY CLUB. DEVOTE 4 HOURS PER MONTH, NONE DURING BUSINESS / TRADING HOURS. (3)ROCKPOINT LLC, PASSIVE INVESTOR IN A REAL ESTATE DEAL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-01 |
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