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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-18 |
| IN | RA | APPROVED | 2012-09-18 |
| FL | RA | APPROVED | 2009-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Winter Garden | FL | 07/1991 | Present |
| Raymond James Financial Services Advisors, Inc | Winter Garden | FL | 05/2009 | Present |
(1)Name of Business: Indianapolis Investment Group (IIG) Address: 16716 Downstream Drive, Noblesville, IN, 46077, United States Activity Type: Other Position/Title: Partner Investment Related: Yes Start Date: 04/05/2019 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 am a member of this investment club and have been a member since 1988 but we do have an Ambassador account where I do receive compensation. (2)Name of Business: SIU Finance Department Alumni Advisory Board Address: 15350 Johns Lake Pointe Blvd., Winter Garden, FL, 34787, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 06/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Giving my alma mater recommendations for SIU-Carbondale in regards to undergraduate programs. (3)Name of Business: Talbot Asset Management Address: 32 S Main St, Winter Garden, FL, 34787, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/29/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is my marketing company for the business/Raymond James Financial Services. This is the business entity we use for tax/income purposes. (4)Name of Business: Tau Kappa Epsilon Fraternity Address: 32 S Main St, Winter Garden, FL, 34787-3125, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor to the Board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-27 |
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