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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
Branch Locations
55 William Street Ste 250, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Wellesley | MA | 05/2024 | Present |
| William James College | Newton | MA | 01/2020 | 04/2024 |
| Wondermore, Inc. | Newton | MA | 05/2015 | 06/2019 |
| Unemployed - Homemaker | Needham | MA | 06/2019 | 01/2020 |
- Needham Community Council - not investment-related - 570 Hillside Ave, Needham, MA 02494 - a social service agency serving the Needham, MA community - I am the President of the Board of Directors of the Needham Community Council -- this is a VOLUNTEER position - my Board term started in 02/2015; my term as President started 07/2022 (my term will end 6/30/2024 and I will serve a one-year term as Past President from 7/2024 to 7/2025) - I devote 6 hours a month to this volunteer position - I serve on the Executive Committee, the Finance Committee, and as Board President. I set the meeting agendas, serve as a liaison to the Executive Director, and am an account signatory for the cash and investment accounts and tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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