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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-27 |
Branch Locations
3500 Carillon Pt., Kirkland, WA 98033 • United States
1418 220Th Street Sw, Bothell, WA 98021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2011 | 11/2018 |
| Penn Mutual Life Ins Co | Horsham | PA | 05/2011 | 11/2018 |
| Woodbury Financial Services Inc | Bellevue | WA | 11/2018 | 10/2023 |
| Raymond James & Associates, Inc. | Kirkland | WA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-03 |
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