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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-08 |
| WV | RA | APPROVED | 2015-02-24 |
| OH | RA | APPROVED | 2015-02-17 |
Branch Locations
813 Grand Central Avenue, Vienna, WV 26105 • United States
Belpre, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Vienna | WV | 02/2015 | Present |
(1)Name of Business: Parkersburg Area Community Foundation Address: 1620 Park Ave, Parkersburg, WV, 26101, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 05/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: marketing and investment committees; asset allocation, manager selection and periodically selection of an investment advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-19 |
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