Skip To Main Content

Stock Transfers

With deepest appreciation for your generosity, we offer you the protocol for transferring securities gifted to St. Joseph’s Catholic School. Please read through all the directions before submitting the Statement of Authority.

  1. Please complete and sign the “Statement of Authority to Deliver” form below.
  2. Next, please send this form to the following people:
    • Your broker
    • St. Joseph’s Catholic School Broker (Raymond James) - Contact info below
    • St. Joseph’s Catholic School Development Office at 100 St. Joseph's Drive, Greenville, SC 29607 or Kevin Meyer

For your assistance, our Raymond James Financial Services account information and Raymond James’ DTC number are as follows:

St. Joseph’s Broker:
Brent Whitlock
Raymond James Financial Services
6 Davis Keats Drive Greenville, SC 29607
864-234-6580 (p)
864-234-6588 (f)
DTC# 0725
St. Joseph’s Account: 82175126

Should you have any questions, please feel free to contact the St. Joseph’s Catholic School Development Office at (864) 234-9009, ext. 107, and we will be happy to assist you further.

Thank you for your generosity!

Stock Transfer Authority to Deliver Form

Upcoming Events

Kevin Meyer

Director of Development, Head Coach JV Boys Tennis

Andrea Gray

Director of Communications