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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-16 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors | Scottsdale | AZ | 09/2015 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2020 | 06/2021 |
| Unemployed | Miami | FL | 07/2019 | 08/2019 |
| Fair Street Advisors | Miami | FL | 08/2019 | 08/2020 |
| Raymond James & Associates, Inc. | Miami | FL | 06/2021 | Present |
I*133926 For profit or not for profit: Non-Profit Organization Name of outside business organization: Safeguarding American Values for Everyone (SAVE) Investment related: N Address of business: Miami, Florida 33136 Nature of business: Charitable Organization, Position, title, association:, Start date of relationship: 7/10/2020 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Serve on the board of directors for SAVE Foundation. Help with fundraising and other activities to protect the LGBTQ community of South Florida
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-23 |
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
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