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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| MO | RA | APPROVED | 2020-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St.LOuis | MO | 06/2017 | Present |
| Moneta Group | Clayton | MO | 06/2015 | 06/2017 |
| Raymond James Financial Services Advisors, Inc | St. Louis | MO | 09/2020 | Present |
| Rw Basler & Co. | St. Louis | MO | 08/2020 | Present |
(1)Name of Business: RW Basler & Co. Address: 4163 Crescent Dr, Saint Louis, MO, 63129, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/10/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I advise clients of our branch on their finances (2)Name of Business: St. Pius High School Address: 1030 St Pius Dr., Festus, MO, 63028, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/23/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend meetings, review budget, review scholarships funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-25 |
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