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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-03 |
| FL | RA | APPROVED | 2022-04-21 |
Branch Locations
19 West Garden Street Suite 210, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 05/2017 | 03/2022 |
| Big Brothers Big Sisters Of Northwest Florida | Pensacola | FL | 08/2016 | 04/2017 |
| University Of West Florida | Pensacola | FL | 01/2017 | 05/2017 |
| Bank Of America, N.A. | Pensacola | FL | 11/2017 | 03/2022 |
| Raymond James & Associates, Inc. | Pensacola | FL | 04/2022 | Present |
I*110813 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BIG BROTHERS BIG SISTERS OF NORTHWEST FLORIDA INVESTMENT RELATED: N ADDRESS OF BUSINESS: PENSACOLA, FLORIDA 32504 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 12/4/2017 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BIG BROTHERS BIG SISTERS IS A MENTORING ORGANIZATION THAT PAIRS ADULT VOLUNTEER MENTORS WITH UNDERPRIVILEGED KIDS. MY RESPONSIBILITIES AS A BOARD MEMBER WOULD PRIMARILY CONSIST OF FUNDRAISING AND VOLUNTEERING AT VARIOUS EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-08 |
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