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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-06 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2019 |
| Morgan Stanley | Lutz | FL | 02/2015 | 07/2019 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 07/2019 | 05/2024 |
| Raymond James Financial Services, Inc | St. Petersburg | FL | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc | St. Petersburg | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-13 |
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