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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
Branch Locations
1646 W Snow Avenue Suite 4, Tampa, FL 33606 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loft | Tampa | FL | 05/2013 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 06/2014 | 11/2023 |
| Bank Of America, N.A. | Tampa | FL | 05/2016 | 11/2023 |
| Raymond James & Associates | St Petersburg | FL | 11/2023 | Present |
| Soma | Tampa | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-21 |
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