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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-27 |
| FL | RA | APPROVED | 2021-12-10 |
Branch Locations
200 Central Avenue 24Th Floor, St. Petersburg, FL 33701 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Llc | St Petersburg | FL | 03/2008 | 12/2021 |
| City National Bank | St Petersburg | FL | 10/2016 | 12/2021 |
| Raymond James & Associates | Saint Petersburg | FL | 12/2021 | Present |
(1)Name of Business: Ronald McDonald House Charities of Tampa Bay Investment Comm Address: 14521 Teal Ct, Cleawater, FL, 33762, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/01/2006 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 quarterly meetings, help with management of investment portfolio
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-30 |
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