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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-16 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-05-16 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Fort Wayne | IN | 11/2010 | 02/2025 |
| Lincoln Financial Advisors Corporation | Fort Wayne | IN | 11/2010 | 02/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | 05/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | 05/2025 |
| Raymond James & Associates | Roanoke | IN | 05/2025 | Present |
| Raymond James Financial Services | Roanoke | IN | 05/2025 | Present |
| Raymond James Financial Service Advisors | Roanoke | IN | 05/2025 | Present |
1) AMAZON FLEX, FORT WAYNE, IN 46809 CATEGORY: SERVICER INDUSTRY INVESTMENT RELATED: NO TITLE: SELF DUTIES: PACKAGE DELIVERY START DATE: 12/2023 HOURS PER MONTH: 24 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-18 |
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