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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-31 |
| FL | RA | APPROVED | 2010-04-22 |
Branch Locations
201 E. Las Olas Blvd. Suite 1630, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Ft. Lauderdale | FL | 11/2009 | Present |
| Kopelman Ventures, Inc. | Ft. Lauderdale | FL | 03/2009 | Present |
| Urban Land Institute- Southeast Florida/Caribbean District Coun | Lighthouse Point | FL | 07/2010 | 12/2017 |
(1)Name of Business: Jewish Federation of Broward County - Investment Committee Address: 5890 S Pine Island Road, Davie, FL, 33328, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 10/05/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: participate with twelve other committee members, organization and Foundation staff and an outside investment firm in making recommendations to the Federation's Foundation. (2)Name of Business: Ocean Riviera Association Address: 3550 Galt Ocean Drive, Fort Lauderdale, FL, 33308, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 02/14/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of a seven person board overseeing residential condominium association affairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-15 |
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