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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-03 |
| VA | RA | APPROVED | 2011-10-27 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Virginia Beach | VA | 10/2011 | Present |
1) Name of Business: Together We Can Foundation/Smart Transitions Address: 5101 Cleveland St. Suite 305, Virginia Beach , VA, 23456, United States Activity Type: Non profit Position/Title: Other, Board Member Investment Related: Yes Start Date: 03/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member for a local charity. Monthly meeting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-01 |
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