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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2012-12-10 |
| TX | RA | APPROVED_RES | 1993-04-13 |
Branch Locations
2 Wisconsin Circle Suite 930, Chevy Chase, MD 20815 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Chevy Chase | MD | 03/1993 | Present |
1) Name of Business: Zeta Psi Fraternity Educational Foundation Address: 7504 Pepperell Drive, Bethesda, MD, 20817, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 02/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Committee Membership Twice a year meeting to look at investment portfolio and offer advice through Zoom meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-01 |
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