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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-23 |
Branch Locations
200 Central Avenue 24Th Floor, St. Petersburg, FL 33701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | St. Petersburg | FL | 05/2015 | 02/2018 |
| Unemployed | St. Petersburg | FL | 02/2018 | 08/2018 |
| Transamerica | Tampa | FL | 08/2018 | 10/2018 |
| Jarred Bunch Consulting, Llc | Tampa | FL | 11/2018 | 12/2019 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 03/2020 | 04/2026 |
| Manning & Napier Advisors, Llc. | Fairport | NY | 03/2020 | 04/2026 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 04/2026 | Present |
(1) Name of Business: St. Pete Athletic Address: 680 28th street S, St. Pete, FL 33712 Activity Type: host / social Club Position/Title: Host Related: No Start Date: 02/24/2026 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: n/a
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-17 |
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