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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-25 |
| OK | RA | APPROVED | 2020-02-21 |
Branch Locations
3121 Quail Springs Pkwy Ste 110, Oklahoma City, OK 73134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 02/2013 | 02/2020 |
| Bank Of America, N.A. | Oklahoma City | OK | 04/2013 | 02/2020 |
| Raymond James & Associates, Inc. | Oklahoma City | OK | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-23 |
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