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3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-27 |
Branch Locations
3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 06/2008 | 05/2018 |
| Wolfe Research Securities | New York | NY | 06/2018 | 03/2022 |
| Rosenblatt Securities | New York | NY | 03/2022 | 08/2023 |
| Northcoast Research Partners, Llc | Cleveland | OH | 09/2023 | 06/2025 |
| Ned Davis Research, Inc. | Sarasota | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-19 |
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