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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-14 |
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-18 |
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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Tampa | FL | 03/2011 | 05/2020 |
| Usaa Financial Planning Services | Tampa | FL | 03/2011 | 05/2020 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 05/2020 | 01/2024 |
| Raymond James & Associates | Odessa | FL | 03/2024 | Present |
| Raymond James Financial Services | Odessa | FL | 03/2024 | Present |
| Raymond James Financial Services Advisors | Odessa | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-01 |
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