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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-08 |
| FL | RA | APPROVED | 2013-02-13 |
Branch Locations
631 W Morse Blvd, Suite 125, Winter Park, FL 32789 • 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 & Associates, Inc. | Winter Park | FL | 02/2013 | Present |
(1)Name of Business: Address: 1212 Chantry Place, Heathrow, FL, 32746, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: No Start Date: 03/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 1212 Chantry Place, Heathrow, FL, 32746, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 06/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Boys and Girls Club of Central Florida Address: 101 E Colonial Drive, Orlando, FL, 32801, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Advisory Board, Committee Member Investment Related: Yes Start Date: 09/22/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Regional Board, on the HR committee and the Finance committee. Chair the HR committee effective 4/17/25. No check writing or handling of funds. (4)Name of Business: Timber Land Address: 1212 Chantry Place, Heathrow , FL, 32746, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 05/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-04 |
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