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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-02-08 |
Branch Locations
55 William Street Ste 250, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2009 | 01/2018 |
| Raymond James & Associates, Inc. | Boeman | MT | 01/2018 | Present |
| Willson Preschool | Bozeman | MT | 04/2018 | Present |
Name of Business : Willson Preschool Address: 4383 Durston Road,Bozeman, MT Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related:No Start Date: 04/02/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: at large board member of the nursery school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-11 |
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