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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2019-09-24 |
| MD | RA | APPROVED | 2019-09-03 |
Branch Locations
7501 Wisconsin Ave. Suite 740W, Bethesda, MD 20814 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bethesda | MD | 09/2006 | 09/2019 |
| Raymond James & Associates, Inc. | Bethesda | MD | 09/2019 | Present |
I AM AN INTERNATIONAL EXCHANGE COORDINATOR (IEC) FOR THE EF FOUNDATION FOR FOREIGN STUDY. IN THIS CAPACITY I AM CHARGED WITH FINDING LOCAL FAMILIES THAT ARE BOTH INTERESTED IN AND SUITABLE FOR HOSTING A FOREIGN EXCHANGE STUDENT. I AM ALSO RESPONSIBLE FOR COORDINATING THE PLACEMENT OF THOSE STUDENTS IN LOCAL HIGH SCHOOLS. I COMMIT ABOUT AN HOUR A WEEK TO THIS ACTIVITY WHICH INCLUDES A REQUIRED MONTHLY PHONE CALL TO BOTH THE STUDENT AND HOST FAMILY SEPARATELY AS WELL AS IN-PERSON VISITS AS NECESSARY. WHILE I DO RECEIVE COMPENSATION IN THE AMOUNT OF $12/MONTH/STUDENT IS MERELY INTENDED AS REIMBURSEMENT FOR COSTS AND TRAVEL EXPENSES. IT IS NOT AN INVESTMENT-RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-07 |
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