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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-23 |
Branch Locations
120 S Riverside Plaza Suite 700, Chicago, IL 60606 • United States
120 S Riverside Suite 700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flint | MI | 11/1996 | 07/2025 |
| Raymond James & Associates, Inc. | Chicago | IL | 01/2026 | Present |
| Independent Consulting | Winnetka | IL | 08/2025 | 01/2026 |
Name of outside business organization: Rental Property Investment related: N Address of business: Marco Island, Florida Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 3/22/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
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