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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-04 |
Branch Locations
1000 E 32Nd St , Joplin, MO 64804 • United States
880 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 05/2016 | 09/2016 |
| Jpmorgan Securities Llc | Houston | TX | 06/2016 | 09/2016 |
| Raymond James & Associates, Inc | Houston | TX | 09/2016 | 12/2023 |
| Raymond James Financial Services, Inc. | Brookshire | TX | 12/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Brookshire | TX | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-29 |
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