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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-21 |
| FL | RA | APPROVED | 2021-01-07 |
Branch Locations
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/1994 | 01/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 06/2011 | 01/2021 |
| Raymond James & Associates, Inc | Ponte Verde Beach | FL | 01/2021 | Present |
(1)Name of Business: Jacksonville Police and Fire Finance and Investment Committee Address: One West Adams Street, Jacksonville , FL, 32202, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 08/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been on this committee since I joined Raymond James in January of 2021 and it has been disclosed through the OBA annually. I just wanted to let the firm know that I was elected to be the committee chairman. I have no decision making authority, I just will run the meetings which we have about 8 times per year for an hour and half.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-21 |
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