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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2025-03-20 |
| OH | RA | APPROVED | 2021-06-25 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Fort Myers, FL • United States
159 Crocker Park Blvd Suite 390, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Allentown | PA | 12/2006 | 06/2021 |
| Bank Of America, N.A. | State College | PA | 05/2011 | 06/2021 |
| Raymond James & Associates | Westlake | OH | 06/2021 | Present |
(1)Name of Business: Address: Pepper Pike, OH, 44124, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/30/2019 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 own a single family home in MN that I rent out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-19 |
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