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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-29 |
| FL | RA | APPROVED | 2017-10-26 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Navy | Cleveland | OH | 05/2007 | 07/2017 |
| Raymond James & Associates, Inc. | Jacksonville | FL | 07/2017 | Present |
| United States Naval Academy Alumni Association Jacksonville, Fl | Jacksonville | FL | 12/2018 | Present |
1) Southside Baptist Church Address: Jacksonville, FL Nature of the Business: Religious Position/Title: Trustee Investment Related:Yes Start Date: 01/01/2018 Hours per month devoted to this business: 6 Hours per month devoted to this business during trading hours: 0 Description of duties: The Trustee board is the governing body making administrative decisions for the church 2. Name of Business : United States Naval Academy Alumni Association Jacksonville, FL Address: 13295 Beach Blvd,Jacksonville, FL Nature of the Business: Board Member/Officer/Director Position/Title: Officer - CEO Investment Related:No Start Date: 01/01/2019 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 2 Description of duties: I am taking over the President role. It is my job to set the vision for the alumni association each year to include the coordination and scheduling of events, relay desires of national alumni association, lead monthly board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
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