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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-07 |
| OH | RA | APPROVED | 2014-05-28 |
Branch Locations
6745 Longshore St Suite 220, Dublin, OH 43017 • United States
Powell, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Columbus | OH | 05/2014 | Present |
(1)Name of Business: Columbus Medical Research Foundation Address: 2535 Silverleaf Dr, Powell, OH, 43065, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 05/17/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Present performance and cash flow on Foundation account. (2)Name of Business: VINELAND, LLC Address: 2535 Silverleaf Dr, Powell, OH, 43065, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/10/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/3 partner in real estate rental and real estate rehab properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-24 |
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