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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2004-12-17 |
Branch Locations
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • 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 | Boca Raton | FL | 06/2001 | Present |
| Walter E Jones Family Trust Agreement | Boca Raton | FL | 08/2017 | Present |
(1)Name of Business: St. Gregorys Episcopal Church Address: 17031-C Boca Club Blvd., Apt 103B, Boca Raton, FL, 33487, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 12/15/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: serving on a committee that provides oversight to the Endowment Fund, managed by State Street Global Advisors via Episcopal Church Foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-01 |
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