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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Portage | MI | 06/2022 | 06/2025 |
| Raymond James & Associate, Inc. | Portage | MI | 06/2025 | Present |
| Pnc Bank, N.A. | Kalamazoo | MI | 08/2016 | 08/2017 |
| Pnc Bank, N.A. | Kalamazoo | MI | 08/2017 | 03/2018 |
| Pnc Bank, N.A. | Kalamazoo | MI | 03/2018 | 06/2019 |
| Pnc Bank, N.A. | Kalamazoo | MI | 06/2019 | 05/2021 |
| Pnc Bank, N.A. | Kalamazoo | MI | 05/2021 | 05/2022 |
Business Name: YWCA of Kalamazoo Non-investment related Business Address: 353 E. Michigan Ave, Kalamazoo MI 49007 Nature of the Business: Non-profit organization caring for victims of abuse including emergency shelter and housing facilities, promoting maternal and child health, advocacy and systems change and improving the lives of children through education and high quality childcare. (website: https://www.ywcakalamazoo.org/) My Position: I serve on a volunteer, non-paid basis member of the Board of Directors Title: Board Member Start Date: 07/29/2020 Number of Hours/Monthly Devotion-1-5 hours per month; 0 Hours per month devoted; 0 Hours devoted during trading Duties of Board Members: Hiring & evaluating the performance of the CEO; Determining and approving the Association's overall direction, key aims, and policies that ensure alignment with and the ability to forward the YWCA mission; Monitoring the organization's overall fiscal and programmatic operations; Sustaining membership in the YWCA USA by ensuring ongoing compliance with current membership affiliation requirements; Attending 3 of the annual YWCA hosted events; Attending board members meetings monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
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