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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-20 |
Branch Locations
Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • United States
531 W Main St, Tavares, FL 32778 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | New York | NY | 06/2008 | 07/2024 |
| Raymond James & Associates, Inc | The Villages | FL | 07/2024 | 02/2025 |
| Raymond James & Associates | The Villages | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S66 | Uniform Combined State Law Examination | 2014-12-11 |
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