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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | St Petersburg | FL | 10/2005 | 05/2024 |
| Raymond James Insurance Group | St Petersburg | FL | 06/2018 | 10/2018 |
| Truist Investment Services, Inc | Tampa | FL | 08/2024 | Present |
| Truist Advisory Services, Inc | Tampa | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-27 |
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