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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-24 |
| FL | RA | APPROVED | 2017-05-18 |
Branch Locations
301 East Pine Street Suite 1100, Orlando, FL 32801 • United States
Lake Mary, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 06/2006 | 05/2017 |
| Raymond James & Associates, Inc, | Orlando | FL | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-29 |
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