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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-01 |
| TX | RA | APPROVED_RES | 2013-07-02 |
| NJ | RA | APPROVED | 2013-06-24 |
Branch Locations
350 Main Street Suites 4 & 5, Bedminster, NJ 07921 • United States
Punta Gorda, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Bedminster | NJ | 06/2013 | Present |
| Somerset County New Jersey | Somerville | NJ | 11/2012 | 12/2020 |
| Raymond James & Associates, Inc. | Punta Gorda | FL | 03/2021 | Present |
(1)Name of Business: Isles Yacht Club Address: 1780 W. Marion, Punta Gorda, FL, 33950, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 09/20/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: serve on the Finance Committee to review finances and financial policies then make recommendations to the Board of Governors that are the decision making body.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-14 |
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