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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-15 |
| FL | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
200 Central Avenue 24Th Floor, St. Petersburg, FL 33701 • United States
620 Newport Center Dr Ste 900, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2015 | 06/2025 |
| Raymond James & Associates, Inc | Newport Beach | CA | 06/2025 | Present |
(1) Name of Business: The ICON Project Address: 21 Vasto St, Rancho Mission Viejo, CA, 92694, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/10/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This would be a life education and empowerment company, formalizing my financial education and speaking engagements that I have done for the last 11 years.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-06 |
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