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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-07
TX RA APPROVED 2024-11-07
  • OH RA
    APPROVED
    Since 2024-11-07
  • TX RA
    APPROVED
    Since 2024-11-07

Branch Locations

Beachwood, OH • United States

3300 Enterprise Parkway Suite 200, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Pepper Pike OH 03/2013 11/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pepper Pike OH 11/2017 11/2024
Bank Of America, N.A. Pepper Pike OH 11/2017 11/2024
Raymond James & Associates Beachwood OH 11/2024 Present
  • 03/2013 → 11/2017
    Pepper Pike, OH
  • 01/2015 → 10/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2017 → 11/2024
    Pepper Pike, OH
  • 11/2017 → 11/2024
    Bank Of America, N.A.
    Pepper Pike, OH
  • 11/2024 → Present
    Raymond James & Associates
    Beachwood, OH
Previous Registrations
Other Businesses

(1)Name of Business: Beachwood School Foundation Address: 24601 Fairmount Blvd.\n, Beachwood, OH, 44122, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No Investment Responsibility. Incharge of overseeing Scholarships and recommendations. To make sure each of the donor has enough to fund the scholarships every year. Beachwood School Foundation provides Scholarships to excelling graduating Seniors in different fields. (2)Name of Business: Cleveland Moms 4 Moms Address: 26095 Hurlingham Road, Beachwood, OH, 44122, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a Finance Committee member, I oversee the activities and Planning of Mothers day event every year.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-05
  • S66 Uniform Combined State Law Examination
    2013-09-05
Other Names
  • Padma Jabunath

View on SEC IAPD

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