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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-06 |
| CA | RA | APPROVED | 2017-05-10 |
Branch Locations
301 North Lake Avenue Suite 1150, Pasadena, CA 91101 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Los Angeles | CA | 11/2013 | 05/2017 |
| Raymond James & Associates | Pasadena | CA | 05/2017 | Present |
(1)Name of Business: St. James Episcopal Church Address: 2921 Passmore Drive, Los Angeles, CA, 90068, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/27/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assisting the church to identify an appropriate outside manager for their investment accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-26 |
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