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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-06 |
| SC | RA | APPROVED | 2021-09-29 |
Branch Locations
101 Falls Park Drive Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 08/1998 | 09/2021 |
| Bank Of America, Na | Greenville | SC | 12/2009 | 09/2021 |
| Raymond James And Associates, Inc. | Greenville | SC | 09/2021 | Present |
(1)Name of Business: Triune Mercy Address: 222 Rutherford St, Greenville, SC, 29609, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Chair of endowment committee\conduct 3-4 meetings\assist with IPS, spending policy bylaws, charter\oversee outside investment advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-11 |
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