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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
| IN | RA | APPROVED | 2026-07-14 |
| CA | RA | APPROVED | 2026-07-07 |
Branch Locations
Lanesville , IN • United States
620 Newport Ctr Dr Suite 900, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Costa Mesa | CA | 10/2014 | 08/2018 |
| Comerica Securities, Inc. | Costa Mesa | CA | 08/2018 | 11/2023 |
| Ameriprise Financial Services, Llc | Costa Mesa | CA | 11/2023 | 07/2026 |
| Raymond James & Associates, Inc. | Newport Beach | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-08 |
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