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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Stamford | CT | 05/2009 | Present |
| Raymond James Financial Services Inc. | Wilton | CT | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Wilton | CT | 10/2025 | Present |
| Adaptive Wealth Management Llc | Fairfield | CT | 10/2025 | Present |
Adaptive Wealth Management LLC Not investment related Fairfield CT DBA/Support Company Advisor start date: 10/2025 0 hrs per month 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-24 |
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