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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-07-06 |
| MD | RA | APPROVED | 2026-05-06 |
Branch Locations
1899 Pennsylvania Ave Nw Ste 1000, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Company | Chicago | IL | 08/2015 | 06/2018 |
| Raymond James & Associates, Inc. | Washington | DC | 02/2026 | Present |
| Columbia Threadneedle Investments | Chicago | IL | 06/2019 | 08/2019 |
| Blue Pool Capital | New York | NY | 01/2020 | 10/2020 |
| Mbi Inc | Norwalk | CT | 04/2021 | 04/2022 |
| Harbert Pioneer Fund | New York | NY | 05/2022 | 07/2025 |
| Unemployed | New York | NY | 07/2025 | 02/2026 |
| Unemployed | Chicago | IL | 06/2018 | 06/2019 |
| Unemployed | Chicago | IL | 08/2019 | 01/2020 |
| Unemployed | New York | NY | 10/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-29 |
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