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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-14 |
| ID | RA | APPROVED | 2016-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Boise | ID | 08/2016 | Present |
(1)Name of Business: Idaho Community Foundation Address: 210 W State St (Idaho Community Foundation office), Boise, ID, 83702, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 05/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I serve as a committee member on the Investment Committee, Budget Committee, and Financial Affairs Committee. I also serve as a representative of the Idaho Community Foundation on the Kissler Family Foundation, which is a large fund holder in the Idaho Community Foundation.\n\n (2)Name of Business: R 5 LLC Address: 6570 W Plantation LN, Boise, ID, 83703, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/20/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a member of an LLC with my mother and my 3 sisters. It owns bare ground that will eventually have townhomes constructed on it. (3)Name of Business: Rental Home Address: 6570 W Plantation LN, Boise, ID, 83703, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2019 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 own a townhome that I rent to a tenant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-13 |
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