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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-01 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 05/2015 | 05/2019 |
| Raymond James & Associates, Inc. | Wadsworth | OH | 03/2026 | Present |
| Raymond James Financial Services, Inc. | Wadsworth | OH | 03/2026 | Present |
| Valmark Securities, Llc. | Akron | OH | 05/2019 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-04 |
| S66 | Uniform Combined State Law Examination | 2008-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-25 |
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