Douglas Patrick Mayo

Current Employers

Employment History

• 04/2014 → 12/2021
  Indiana University
  Bloomington, IN
• 02/2022 → Present
  Raymond James Financial Services, Inc.
  Bloomington, IN
• 02/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Bloomington, IN

Other Businesses

(1)Name of Business: Bloomington Health Foundation Address: 320 W. 8th St. Apt 118, Bloomington, IN, 47404, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide oversight and direction for a foundation created for the granting of funds to improve health outcomes in South-Central Indiana. As Treasurer, I am responsible for overseeing the financial health of the organization, financial strategic planning for meeting future goals, and ensuring the finances are in line with the overall mission of the organization. I do not have check signing authority nor do I provide investment advice. (2)Name of Business: Bloomington Health Foundation Address: 101 W. Kirkwood Ave Suite 312, Bloomington, IN, 47404, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing the financial health of the organization, financial strategic planning for meeting future goals, and ensuring the finances are in line with the overall mission of the organization. (3)Name of Business: Mayo Wealth Management, LLC Address: 824 S Auto Mall Rd, Bloomington, IN, 47401-5430, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the sole owner and member of Mayo & Associates, LLC, a member-managed LLC formed for the purpose of operating my advisory practice. The entity does not provide investment advisory services independent of Raymond James. All advisory activities are conducted under Raymond James supervision. The LLC serves as an operating and compensation entity only and employs two part-time administrative employees. No advisory services are provided outside of Raymond James. (4)Name of Business: North Central Church of Christ Address: 2121 N Dunn , Bloomington, IN, 47408, United States Activity Type: Religious Position/Title: Other, Officer - Treasurer Investment Related: Yes Start Date: 02/20/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Elder (Trustee) - responsible for the financial well-being of the church as well as the spiritual health of the congregation (5)Name of Business: Rillo & Associates, Inc. Address: 824 S Auto Mall Rd, Bloomington, IN, 47401-5430, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - use knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients which may include information regarding investments, savings, budget, insurance, and debt strategies

Exams

• S66 Uniform Combined State Law Examination
  2022-02-15

Other Names

• Doug Mayo
• Douglas P Mayo