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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-01-19 |
Branch Locations
2225 W Broadway St Ste I, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Idaho Falls | ID | 06/2004 | Present |
| 40 Something Band | Idaho Springs | ID | 09/2002 | Present |
| Perez Investments | Idaho Falls | ID | 06/2004 | Present |
| Raymond James Financial Services Advisors Inc. | Idaho Falls | ID | 03/2009 | Present |
(1)Name of Business: Perez Investments Address: 2225 W Broadway St Ste I, Idaho Falls, ID, 83402, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My Tax Name Only!!! For Tax purposes. Was told I should OBA this (2)Name of Business: the 40 Somethin Band Address: Idaho Falls, Idaho Falls, ID, 83401, United States Activity Type: Other Position/Title: Other, Musician, Artist Investment Related: No Start Date: 09/02/2002 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Guitar Player
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-25 |
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