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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| MI | RA | APPROVED | 2010-09-23 |
Branch Locations
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Assocites | Birmingham | MI | 01/2007 | Present |
1) 01/2003 SOMERSET NORTH SUBDIVISION BOARD - GENERAL BOARD DUTIES & ARCHITECTURAL COMMITTEE; 1 HR PER MTH, 0 BSNS HRS 2)Name of Business : Manresa Jesuit Retreat House Address: Bloomfield Hills, MI Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Finance Committee Member Investment Related:Yes Start Date: 07/01/2018 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Assist in budgeting expenses with incoming funds. Help review similar non-profits expenses , outlays and pricing of services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-26 |
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