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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-12 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Moreno, CA • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-02 |
Branch Locations
Moreno Valley, CA • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2009 | 06/2017 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2009 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2017 | 10/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2017 | 10/2018 |
| Lpl Financial Llc | San Diego | CA | 10/2018 | 01/2023 |
| Raymond James & Associates, Inc. | Moreno Valley | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-12 |
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