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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-29 |
| FL | RA | APPROVED | 2009-01-23 |
Branch Locations
1501 W Cleveland Street Ste 230, Tampa, FL 33606 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates Inc | Tampa | FL | 07/2008 | Present |
(1)Name of Business: 1501 Cleveland Group LLC Address: 1501 W Cleveland Street Ste 230, Tampa, FL, 33606, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 12/27/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: One of four partners who purchased a office condo via the referenced LLC. The LLC will own the condo and be party to lease back to partners. (2)Name of Business: CrossBay WM LLC Address: 1501 W Cleveland Street Ste 230, Tampa, FL, 33606, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/11/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My partner Eric Longphee and I created an LLC to facilitate a real estate lease for our new RJAS branch. We are shifting from RJA to RJAS. Most questions below not relevant. (3)Name of Business: St Johns Episcopal Parish Day School Address: 3505 W San Pedro Street, Tampa, FL, 33629, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 09/04/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Member of master planning committee guiding the construction of a new building for the school. Joined the full board in 2025 and shifted to finance and executive compensation committees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-15 |
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