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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-25 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-11-24 |
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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Phoenix | AZ | 01/2009 | 11/2021 |
| Raymond James & Associates, Inc | Enfield | CT | 11/2021 | Present |
| Door Dash | Enfield | CA | 05/2022 | 05/2023 |
| Instacart | Enfield | CA | 05/2022 | 05/2023 |
| Uber Eats | Enfield | CA | 05/2022 | 05/2023 |
| Raymond James Financial Service Advisor Inc | Enfield | CT | 01/2024 | Present |
| Raymond James Financial Services Inc. | Enfield | CT | 01/2024 | Present |
| Uber Eats | Enfield | CT | 03/2024 | 03/2025 |
| Instacart | Enfield | CT | 03/2024 | 03/2025 |
(1)Name of Business: Door Dash Address: 12 Glenwood Street, Enfield , CT, 06082, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 10/06/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Driver, deliver meals to customers during dinner hours and weekends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-18 |
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