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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| FL | RA | APPROVED | 2024-08-01 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
1100 Ridgeway Loop Road, Memphis, TN 38120 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 06/2011 | 08/2020 |
| Raymond James Financial Services Advisors, Inc | St. Petersburg | FL | 08/2020 | 12/2025 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 08/2020 | 12/2025 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 06/2021 | Present |
| Hotel Management & Consulting | Wesley Chapel | CO | 08/2022 | 07/2025 |
| Lyft | Tampa | FL | 08/2022 | 01/2024 |
(1)Name of Business: Instacart Shopper Address: 18904 Edinborough Way, Tampa, FL, 33647, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 04/18/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Shop for people and deliver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-21 |
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