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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-04-30 |
| IL | RA | APPROVED | 2009-01-02 |
Branch Locations
160 East Wend Street Suite E, Lemont, IL 60439 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lemont | IL | 01/1991 | Present |
| Raymond James Financial Services Advisors, Inc | Lemont | IL | 01/2009 | Present |
| Hunziker And Associates, Inc. | Lemont | IL | 01/2023 | 01/2023 |
1) Name of Business: Hunziker and Asso., Inc Address: 160 E Wend St Ste E, Lemont, IL, 60439-2904, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial aaaaadvisor (2) Name of Business: Saints Cyril & Methodius Catholic Church Address: 608 Sobieski Street, Lemont, IL, 60439, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/18/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We review the financial affairs of the parish and advise the priest on issues where he requires help.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-20 |
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