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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-19 |
| NC | RA | APPROVED | 2021-10-29 |
Branch Locations
175 Regency Woods Pl Suite 450, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cary | NC | 03/2014 | 10/2021 |
| Northern Tool And Equipment | Raleigh | NC | 06/2016 | 12/2016 |
| Raymond James & Associates | Cary | NC | 10/2021 | Present |
Also employed by Leith Inc as a product specialist for Audi Cary. Only devote fifteen hours/monthly to this position. This position has no relation to investment related products. Have been employed since February 2017. My time is only devoted on Saturdays. Duties are to demonstrate product to customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-03 |
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