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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-06 |
Branch Locations
2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Sarasota | FL | 02/2009 | 02/2025 |
| Raymond James & Associates, Inc. | Sarasota | FL | 02/2025 | Present |
2/05/2025 - BNI - BUSINESS REFERRAL NETWORKING, SARASOTA, FL, DEVOTE APPROX 4-6 HRS PER MONTH, NONE DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-10 |
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