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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-18 |
| TX | RA | APPROVED_RES | 2016-01-12 |
| AL | RA | APPROVED | 2013-02-13 |
Branch Locations
2900 Highway 280 Suite 100, Birmingham, AL 35223 • United States
348 Miracle Strip Parkway Suite 13-D, Fort Walton Beach, FL 32548 • 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. | Birmingham | AL | 02/2013 | Present |
| Raymond James & Associates, Inc. | Ft. Walton Beach | FL | 08/2019 | Present |
(1)Name of Business: Episcopal Church of the Ascension Address: 1912 Canyon Road, Vestavia Hills, AL, 35216, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2011 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am Treasurer and member of Finance Committee of the church. We are responsible for overseeing all aspects of financial operation of the church.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-15 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-03 |
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