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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-12 |
| FL | RA | APPROVED | 2021-10-11 |
Branch Locations
1646 W Snow Ave Suite 4, Tampa, FL 33606 • United States
8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 08/2016 | 10/2021 |
| Bb&T | Tampa | FL | 08/2016 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 10/2021 |
| Bb&T | Tampa | FL | 01/2019 | 10/2021 |
| Truist Investment Services, Inc. | Tampa | FL | 02/2021 | 10/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 10/2021 |
| Raymond James & Associates, Inc. | Tampa | FL | 10/2021 | Present |
(1)Name of Business: Address: 219 N Clearview Ave, Tampa, FL, 33609, United States Activity Type: Rental Real Estate Position/Title: Other, Owner/Proprietor Investment Related: Yes Start Date: 12/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are renting out our former primary residence townhouse now that we have moved to 219 N Clearview Ave.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-27 |
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