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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-06-07 |
Branch Locations
13120 Pierce Street Suite 200, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Omaha | NE | 03/2008 | 05/2021 |
| Raymond James And Associates, Inc. | Omaha | NE | 05/2021 | Present |
(1)Name of Business: Duchesne Academy of the Sacred Heart Address: 3601 Burt street, omaha, NE, 68131, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/17/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A committee of 12 reviews statements for the Board of Directors pertaining to annual and future budgets, endowment fund, and capital projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-08 |
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