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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-08 |
| WA | RA | APPROVED | 2020-06-29 |
| ID | RA | APPROVED | 2020-05-28 |
Branch Locations
2100 Northwest Blvd. Suite 260, Coeur D Alene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coeur D'ALene | ID | 12/2014 | 05/2020 |
| Raymond James & Associates, Inc. | Coeur D' Alene | ID | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-25 |
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