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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2010-11-15 |
Branch Locations
7310 Turfway Road Suite 550, Florence, KY 41042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Erlanger | KY | 10/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Erlanger | KY | 10/2010 | Present |
Over-the-Rhine Museum Address: 1913 Fortside Circle,Fort Mitchell, KY Nature of the Business: Board Member/Officer/Director Position/Title: Officer - Treasurer Investment Related:Yes Start Date: 12/08/2020 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: I will be handling all payables/receivables. Book keeping (QuickBooks). Arranging for tax/irs related filings. Reporting all financial activity to the board on a monthly basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-09 |
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