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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Huntsville | AL | 10/2012 | 10/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2013 | 10/2018 |
| Raymond James & Associates, Inc. | Huntsville | AL | 10/2018 | Present |
| Sacred Heart University | N/A | AL | 01/2022 | 05/2024 |
| University Of Alabama In Huntsville | Huntsville | AL | 01/2022 | 05/2025 |
(1)Name of Business: Estate and Financial Planning Council of Huntsville, Alabama Address: Quarterly meetings held at Bryant Bank in downtown Huntsville, Huntsville, AL, 35801, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 05/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member - I do not hold an officer position. I was previously just a member but joined the BOD more recently.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-29 |
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