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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-16 |
Branch Locations
115 Grand Avenue Suite 222, Southlake, TX 76092 • United States
Grapevine, TX • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mandeville | LA | 06/2016 | 05/2023 |
| Bank Of America, N.A. | Mandeville | LA | 08/2016 | 05/2023 |
| Raymond James & Associates, Inc. | Southlake | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-08 |
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