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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-19 |
Branch Locations
600 Brickell Avenue Suites 1875 And 2250, Miami, FL 33131 • United States
Key Biscayne, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Miami | FL | 10/2015 | 08/2020 |
| Dt Bank Trust Co Na | Miami | FL | 10/2015 | 08/2020 |
| Raymond James & Associates Inc | Miami | FL | 08/2020 | Present |
Village of Key Biscayne Address: Key Biscayne, FL Nature of the Business: Political Office Position/Title: Advisor Investment Related:No Start Date: 11/03/2020 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: Act as Council Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-13 |
| S66 | Uniform Combined State Law Examination | 2009-02-27 |
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