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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-21 |
| IA | RA | APPROVED | 2018-01-22 |
Branch Locations
13137 University Ave, Clive, IA 50325 • United States
Urbandale, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solar Transport | West Des Moines | IA | 08/2011 | 08/2017 |
| Raymond James & Associates | West Des Moines | IA | 09/2017 | Present |
(1)Name of Business: City of Urbandale, Iowa Address: 14403 Buena Vista Drive, Urbandale, IA, 50323, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 01/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board of Adjustment Member. Vote on appeals of City of Urbandale Zoning exceptions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-19 |
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