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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-03 |
| AL | RA | APPROVED | 2014-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Tuscaloosa | AL | 02/2014 | Present |
| W.D. Logistics | Tuscaloosa | AL | 06/2018 | Present |
(1) JACKSONVILLE STATE UNIVERSITY (1)Name of Business: Address: 1926 Lenox Dr., tuscaloosa, AL, 35405, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a home that we have started renting. (2)Name of Business: W.D. Logistics Address: 1631 Arborway Circle, Tuscaloosa, AL, 35405, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/27/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I oversee the administrative needs of the business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-31 |
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