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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| FL | RA | APPROVED | 2023-10-02 |
Branch Locations
4345 Commercial Way Lakewood Plaza, Spring Hill, FL 34606 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 03/2011 | 08/2021 |
| Bbva Wealth Solutions Inc. | Spring Hill | FL | 04/2011 | 08/2021 |
| Bbva Securities Inc. | Spring Hill | FL | 05/2013 | 08/2021 |
| Pnc Investments | Jacksonville | FL | 08/2021 | 09/2023 |
| Raymond James & Associates | Miami | FL | 09/2023 | Present |
| Florida Premier Fc | Brooksville | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
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