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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-25 |
| VA | RA | APPROVED | 2014-05-16 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Richmond | VA | 05/2014 | Present |
(1)Name of Business: Discovery United Methodist Church Address: 13000 Gayton Road, Richmond, VA, 23233, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help prepare annual budget; Review monthly revenues and expenses; Report financial condition to Church Council (2)Name of Business: Gretna Drug Company, Inc Address: 108 Vaden Dr, Gretna, VA, 24557, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Vice President, Director Investment Related: No Start Date: 01/01/1995 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Officer (Vice President), and director. Currently own less than 10% of family owned business, which is a retail pharmacy in Gretna Virginia. Mother and brother own the remaining interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-26 |
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