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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-19 |
| NC | RA | APPROVED | 2021-03-18 |
| TX | RA | APPROVED | 2021-03-18 |
Branch Locations
St. Petersburg, FL • United States
880 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Winston Salem | NC | 07/2011 | 03/2021 |
| Bank Of America, N.A. | Winston Salem | NC | 10/2011 | 03/2021 |
| Raymond James & Associates | St Petersburg | FL | 03/2021 | Present |
(1)Name of Business: Robert Irvine Foundation Inc Address: 176 4th Ave NE Unit 801, St Petersburg, FL, 33701, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 02/14/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: board member on Robert Irvine Foundation. (2)Name of Business: St. Petersburg Skin and Laser Center, LLC Address: 100 40th Avenue North, St Petersburg, FL, 33703, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: assist with CFO responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-13 |
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