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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| IL | RA | APPROVED | 2021-04-14 |
Branch Locations
21925 W. Field Parkway, Suite 206, Deer Park, IL 60010 • 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 |
|---|---|---|---|---|
| Ubs Financial Services, Inc | Barrington | IL | 11/2013 | 04/2021 |
| Raymond James & Associates, Inc. | Deer Park | IL | 04/2021 | Present |
(1)Name of Business: Board of Trustee Village of Kildeer Address: 21911 Quentin Road, Kildeer, IL, 60047, United States Activity Type: Political Office/Activity Position/Title: Investment Related: Yes Start Date: 04/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-03 |
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