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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-03-28 |
Branch Locations
Northfield, OH • United States
3560 West Market Street Suite 400, Fairlawn, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Fairlawn | OH | 03/2014 | Present |
(1)Name of Business: Treasure Cay Community Foundation Address: 944 Trimble Place, Northfield, OH, 44067, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been asked to join the Board as the Treasurer. The foundation manages 1.4 million currently. They have a 3 person investment advisory committee. As treasurer, I will not have check writing, nor will I be on the investment committee. They will bring recommendations to the board for approval.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
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