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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-24 |
| KY | RA | APPROVED | 2022-08-15 |
Branch Locations
4969 Us Hwy 42 Suite 1600, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Louisville | KY | 01/2022 | Present |
| Privilege Underwriters Reciprocal Exchange | Scottsdale | AZ | 01/2016 | 01/2022 |
(1)Name of Business: Waterfront Botanical Gardens Address: 1435 Frankfort Ave, Louisville, KY, 40206, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 11/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am currently a member of the Finance and Bonsai committees which have already been approved through OBA. I am now joining as a board member which will allow a more macro focused perspective on the gardens. I will have additional responsibilities making sure the Gardens are pursuing it's goals in an appropriate and effective manner. (2)Name of Business: Waterfront Botanical Gardens Address: 1435 Frankfort Ave, Louisville , KY, 40206, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/18/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Part of the Finance Committee which is responsible for monitoring the current financial health of the organization as well as monitoring endowment funds, insurance, planning, and accounting. (3)Name of Business: Waterfront Botanical Gardens Address: 1435 Frankfort Ave, Louisville, KY, 40206, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 03/26/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Waterfront Botanical Garden Bonsai Committee is responsible for high level planning for the Bonsai Weekend held annually at the gardens as well as furthering the future Bonsai exhibits at the gardens.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-11 |
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