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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 04/2014 | 07/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 04/2014 | 07/2017 |
| Personal Capital | Dallas | TX | 07/2017 | 05/2019 |
| Td Ameritrade | Dallas | TX | 05/2019 | 01/2021 |
| United Capital | Irving | TX | 04/2014 | 06/2017 |
| Aw Securities | Addison | TX | 01/2021 | 02/2022 |
| Allworth Financial | Addison | TX | 01/2021 | 02/2022 |
| Rfg Advisory, Llc | Carrollton | TX | 02/2022 | 04/2023 |
| Private Client Services | Carrollton | TX | 03/2022 | 04/2023 |
| Raymond James & Associates, Inc. | Carrollton | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-28 |
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