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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
6034 West Courtyard Drive Suite 305, Austin, TX 78730 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Federal Credit Union | Austin | TX | 09/2008 | 08/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2008 | 08/2024 |
| Raymond James & Associates Inc. | Austin | TX | 06/2025 | Present |
| Unemployed | Austin | TX | 08/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
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