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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Jacksonville Beach | FL | 10/2015 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Jacksonville Beach | FL | 10/2015 | 07/2026 |
| Raymond James Financial Services, Inc. | Neptune Beach | FL | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Neptune Beach | FL | 07/2026 | Present |
| Agility Wealth Management | Neptune Beach | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-29 |
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