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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-23 |
| LA | RA | APPROVED | 2013-02-13 |
Branch Locations
401 Market Street Suite 1400, Shreveport, LA 71101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Shreveport | LA | 02/2013 | Present |
(1)Name of Business: Diocese of Shreveport Address: 3500 Fairfield Avenue, Shreveport, LA, 71104, United States Activity Type: Religious Position/Title: Other, Finance/Investment Committee Member Investment Related: Yes Start Date: 07/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of the Finance Council, consult with the bishop in the following matters: 1) Appointment/removal of fiscal officer. 2) Imposing of diocesan assessments. 3) Positing of administrative acts of the diocese. \nMembers of the investment committee attend quarterly meeting to review investment returns of money controlled by the Bishop. The Bishop has no obligation to follow any recommendation made by any board, committee, or council.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-17 |
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