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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
Branch Locations
5950 Hazeltine National Drive Suite 630, Orlando, FL 32822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Irving | TX | 01/2015 | 07/2018 |
| Bb&T Securities, Llc | Coppell | TX | 08/2018 | 07/2020 |
| Verity Investments, Inc | Durham | NC | 11/2020 | 01/2022 |
| Verity Asset Management | Durham | NC | 11/2020 | 01/2022 |
| Citigroup Global Markets Inc. | Irving | TX | 11/2021 | 04/2022 |
| Level Four Financial, Llc | Dallas | TX | 08/2022 | 11/2025 |
| Level Four Advisory Services | Dallas | TX | 08/2022 | 11/2025 |
| Raymond James Financial Services, Inc. | Orlando | FL | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Orlando | FL | 12/2025 | Present |
| Unemployed | Coppell | TX | 07/2020 | 11/2020 |
| Unemployed | Coppell | TX | 04/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-05 |
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