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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-09 |
| FL | RA | APPROVED | 2019-06-12 |
Branch Locations
2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • United States
18401 Murdock Circle Suite B, Port Charlotte, FL 33948 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Fund Distributors | St Petersburg | FL | 03/2012 | 12/2017 |
| Carillon Tower Advisers, Inc. | St. Petersburg | FL | 06/2016 | 12/2017 |
| Raymond James And Associates | St Petersburg | FL | 12/2017 | Present |
| Sts Tampa Tarpons | Tampa | FL | 05/2018 | 06/2018 |
| Not Provided | Sarasota | FL | 01/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-18 |
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