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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-11-17 |
| TX | RA | APPROVED | 2023-11-01 |
| VA | RA | APPROVED | 2023-11-01 |
Branch Locations
1899 Pennsylvania Ave Nw Ste 1000, Washington, DC 20006 • United States
Falls Church, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 12/2010 | 11/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2023 |
| Raymond James & Associates, Inc. | Washington | DC | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-25 |
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