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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-15 |
Branch Locations
6034 West Courtyard Drive Suite 305, Austin, TX 78730 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Columbus | OH | 05/2015 | 05/2018 |
| Park Avenue Securities | Columbus | OH | 04/2015 | 05/2018 |
| The Huntington Investment Company | Columbus | OH | 04/2018 | 11/2019 |
| Jp Morgan Securities, Llc | Dublin | OH | 12/2019 | 08/2022 |
| Jp Morgan Chase Bank, N.A. | Dublin | OH | 12/2019 | 08/2022 |
| Lifetime Financial Growth | Columbus | OH | 04/2015 | 05/2018 |
| Club Ohio Soccer Club | Dublin | OH | 08/2015 | 05/2018 |
| Huntington National Bank | Columbus | OH | 05/2018 | 11/2019 |
| Ohio Premier Soccer Club | Dublin | OH | 05/2018 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 09/2022 | 04/2024 |
| Bank Of America, N.A. | Austin | TX | 10/2022 | 04/2024 |
| Raymond James & Associates | Austin | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-23 |
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