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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-03 |
Branch Locations
100 Saint Paul Street Suite 600, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Denver | CO | 02/2015 | Present |
| Philadelphia Estate Planning Council | Moorestown | NJ | 04/2017 | Present |
| Mercer County Estate Planning Council | Princeton | NJ | 04/2017 | Present |
(1) Name of Business : Peddie School Address: Hightstown, NJ Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related: Yes Start Date: 4/17/2015 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: I serve as a member of the investment committee after having been on the board for about 15 years. The committee is made up of both trustees and non-trustees. The school endowment is approximately $340M. 2)Trenton Community Music School Address: Trenton, NJ Nature of the Business: Board Member/Officer/Director Position/Title: Trustee Investment Related:Yes Start Date: 09/01/2016 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: Advise on strategic direction of organization--board contains 10 members - I have been names Vice Chair 3)Philadelphia Estate Planning Council Address: P.O. Box 579, Moorestown, NJ, 08057, United States Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related:No Start Date: 04/11/2017 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: member of council/// 4)MERCER COUNTY ESTATE PLANNING COUNCIL Address: Princeton, NJ Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related:No Start Date: 04/11/2017 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-11 |
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