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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2018-06-12 |
| AL | RA | APPROVED | 2017-05-17 |
| TX | RA | APPROVED | 2012-01-03 |
Branch Locations
1062 Highland Colony Parkway Suite 100, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Ridgeland | MS | 12/2011 | Present |
(1)Name of Business: Beth Israel Congregation Address: 5315 Old Canton Road, Jackson, MS, 39211, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be no longer be a Co-Chair for the committee, just a member. The committee oversees 10 - 15 different funds with different purposes. Responsible for budget, making recommendations and reporting to Beth Israel Board. (2)Name of Business: Finkelberg Racing LLC Address: Hochstetler Racing, Home based in Pinehurst NC and Hossier Park, NC, 28374, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/21/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Currently my wife & I have a 1/2 interest in two standardbred race horses and may purchase or sell more in the future
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-23 |
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