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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-10 |
| FL | RA | APPROVED | 2020-06-16 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Jacksonville | FL | 04/2013 | 09/2016 |
| Raymond James & Associates, Inc. | Jacksonville | FL | 09/2016 | Present |
1) Timuquana Country Club Address: Jacksonville, FL Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related:No Start Date: 04/02/2018 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Serve as Treasurer on the Board of Governors attend monthly Board Meetings, Finance Committee Meetings. 2) The Episcopal School of Jacksonville Foundation Board Address: 4455 Atlantic Boulevard,Jacksonville, FL Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related:No Start Date: 02/08/2019 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Foundation Board oversees the Foundation's Endowment. Meets Quarterly with outside investment team to review performance, risk, potential changes, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
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