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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-06-03 |
| FL | RA | APPROVED | 2009-07-06 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
Jacksonville, 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. | Jacksonville | FL | 07/2009 | Present |
(1)Name of Business: Ascension St Vincents Foundation Address: 1 Shircliff Way , Jacksonville , FL, 32204, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 03/21/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: fund Raising for foundation and review of financial records. I also serve as Treasurer the Foundation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-19 |
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