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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-01-31 |
Branch Locations
3515 Glenwood Avenue Suite 200, Raleigh, NC 27612 • United States
Raleigh, NC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporate | Naples | FL | 08/2006 | 01/2019 |
| Bank Of America,Na | Naples | FL | 12/2009 | 01/2019 |
| Raymond James & Associates | Raleigh | NC | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-06 |
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