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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-04 |
| ID | RA | APPROVED | 2021-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington Trust Bank | Boise | ID | 03/2016 | 11/2021 |
| Cetera Investment Advisers Llc | Boise | ID | 05/2017 | 11/2021 |
| Raymond James & Associates, Inc | Boise | ID | 11/2021 | Present |
(1)Name of Business: Address: 8661 W OAKMONT DR, BOISE, ID, 83704, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/21/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-01 |
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