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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-01 |
Branch Locations
3399 Pga Blvd. Suite 200, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason & Co | Stamford | CT | 08/2014 | 06/2019 |
| Legg Mason Investors Services Llc | Stamford | CT | 11/2014 | 06/2019 |
| Morgan Stanley | Fort Lauderdale | FL | 09/2019 | 04/2024 |
| Raymond James & Associates Inc. | Palm Beach Gardens | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-28 |
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