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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-19 |
| FL | RA | APPROVED | 2016-09-06 |
Branch Locations
3399 Pga Blvd. Suite 200, Palm Beach Gardens, FL 33410 • United States
3399 Pga Blvd Suite 260, Palm Beach Gardens, FL 33410 • 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 |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Palm Beach | FL | 05/2013 | 09/2016 |
| Raymond James & Associates, Inc. | Palm Beach | FL | 09/2016 | Present |
BUSINESS NAME: HOME SAFE, BUSINESS ADDRESS: 2840 SIXTH AVE, SOUTH LAKE WORTH FL 33461, INVESTMENT RELATED: NO, NATURE OF BUSINESS: AGENCY FOR ABUSE CHILDREN, POSITION: BOARD MEMBER/DIRECTOR, START DATE: JUNE 2014, # OF HRS PER MONTH: 1, # OF TRADING HRS PER MONTH: 0, DUTIES:ATTENDING A MONTHLY BOARD MEETING, PROVIDE GUIDANCE ON ISSUES FACING THE AGENCY, AND ATTEMPT TO SHARE FUND RAISING IDEAS WITH THE HOMESAFE EMPLOYEES RESPONSIBLE FOR FUNDRAISING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-22 |
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