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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-01 |
| IL | RA | APPROVED | 2015-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Rockford | IL | 10/2014 | Present |
(1)Name of Business: Rockford Art Museum Address: 711 North Main St, Rockford, IL, 61103, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 11/20/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executive committee, BOARD MEMBER, Investment Committee member (2)Name of Business: The Motor Club LLC Address: 12664 County Line Rd., Roscoe, IL, 61073, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My spouse is opening a business and I will not be involved outside of helping him with opinions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-20 |
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