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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-11 |
Branch Locations
301 East Pine Street Suite 1100, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New Port Richey | FL | 11/2010 | 04/2018 |
| Oppenheimer & Co | Tampa | FL | 04/2018 | 06/2026 |
| Raymond James & Associates, Inc. | Orlando | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-18 |
| S66 | Uniform Combined State Law Examination | 1999-08-20 |
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