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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-29 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Bluffton, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hilton Head | SC | 04/2009 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 06/2023 | 11/2023 |
| Raymond James & Associates, Inc. | Bluffton | SC | 11/2023 | Present |
| Vacation Homes Of Hilton Head | Savannah | GA | 05/2024 | 07/2024 |
| 123 Drive! | Hilton Head | SC | 05/2025 | Present |
| Raymond James Financial Services, Inc | Bluffton | SC | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Bluffton | SC | 09/2025 | Present |
(1)Name of Business: Address: 5 Mike Drive, Okatie, SC, 29909, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/05/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm the owner of the property. All I do is collect the rent. (2)Name of Business: 123 Drive!Address: 158 State St #2C, Bluffton, SC, 29910, United States Activity Type: Part Time Position/Title: Scheduler Investment Related: No Start Date: 05/31/2025 Hours per month devoted to this business: 30 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I schedule students for driving lessons during the driving schools Saturday classes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-21 |
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