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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
| IN | RA | APPROVED | 2026-05-05 |
Branch Locations
250 Main St Ste 540, Lafayette, IN 47901 • United States
201 Main Street Suite 605, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Securities Corporation | Indianapolis | IN | 04/2004 | 02/2026 |
| Stifel, Nicolaus & Company, Incorporated | Lafayette | IN | 02/2017 | 04/2026 |
| Raymond James & Associates, Inc. | Lafayette | IN | 04/2026 | Present |
1. Trustee Non-family trust 2. Christ United Methodist Church of Lafayette, Inc.; Lafayette, IN; Methodist Church; Chairman of the Church Council; Receive reports from church committees and move forward decisions on projects and other plans for the church; 01/01/2019; 2 hours per month; not during securities trading hours; not investment-related. 3. Indiana Shockwaves; Noblesville, IN; Youth travel fastpitch softball; Assistant Coach; 08/19/2021; 40 Hours per Month; Not During Securities Trading Hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-12 |
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