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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-05 |
Branch Locations
1650 Market Street Floor 53, Philadelphia , PA 19103 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2014 | 07/2026 |
| Carillon Fund Distributors, Inc. | Philadephia | PA | 07/2026 | Present |
| Raymond James & Associates, Inc. | Philadelphia | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-11 |
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