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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
| NC | RA | APPROVED | 2009-01-02 |
Branch Locations
16315-A Northcross Drive, Huntersville, NC 28078 • United States
7632 Norman Island Dr, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davidson College | Davidson | NC | 09/1984 | Present |
| Raymond James Financial Services, Inc. | Huntersville | NC | 08/1991 | Present |
| Raymond James Financial Services Advisors, Inc | Huntersville | NC | 01/2009 | Present |
| Oddo Financial Services | Cornelius | NC | 12/2005 | Present |
(1) Name of Business: Davidson College Address: Davidson College , Davidson NC 28036, NC, 28036, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 11/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Oddo Financial Services Address: 7632 Norman Island Dr, Cornelius, NC, 28031, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SUPPORT COMPANY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-19 |
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