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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2013-02-13 |
| TX | RA | APPROVED_RES | 2013-02-13 |
Branch Locations
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. | Lafayette | LA | 02/2013 | Present |
| Lafayette Central Park, Inc. (Project: Moncus Park) | Lafayette | LA | 09/2020 | 04/2023 |
(1)Name of Business: 1220 Camellia Blvd. Property, LLC Address: 1220 Camellia Blvd, Lafayette, LA, 70508, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/14/2001 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner - This entity owns the building and property where the Raymond James Lafayette branch is located. My responsibility is to co-sign checks for operations, negotiate financing and gather tax information for the C.P.A. to prepare tax returns (2)Name of Business: MKLF, LLC Address: 1220 Camellia Blvd., Lafayette, LA, 70508, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 12/31/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Gather Tax Information for the C.P.A.Distribute K-1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-02 |
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