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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| NJ | RA | APPROVED | 2017-03-06 |
Branch Locations
320 Park Avenue Fl 14, New York, NY 10022 • United States
Englewood, NJ • United States
1 Franklin St #1901, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | New York | NY | 03/2003 | 09/2016 |
| Raymond James & Associates, Inc. | New York | NY | 09/2016 | Present |
(1) Name of Business: Brown University/RISD Hillel Address: 80 Brown Street, Providence, RI, 02906, United States Activity Type: Non profit Position/Title: Officer - Vice President, Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/22/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am invited to join the IC as a non-paid volunteer. I will not be chairing this committee. The investment advisor for this small endowment is EMM. Since EMM has been hired the IC has made no independent decisions from their recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-18 |
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