Anne Barbara Platt

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2007-05-01 → 2013-02-13
  Morgan Keegan & Company, Llc
  St. Petersburg, FL
  Birmingham, AL
  Memphis, TN
• 2004-09-03 → 2008-01-25
  Amsouth Asset Management, Inc.
  Birmingham, AL
• 2004-09-03 → 2007-05-01
  Amsouth Investment Management Company Llc
  Birmingham, AL

Other Businesses

(1)Name of Business: Temple Beth-El Address: 1427 46th Avenue North, St Petersburg, FL, 33703, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sit on the Finance Committee of the Temple. Review the financial statements, help develop financial policies around dues structure and spending approval limits

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-24
• S63 Uniform Securities Agent State Law Examination
  1990-03-22