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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-14 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc. | New York | NY | 10/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2016 | 09/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2017 | 09/2022 |
| Fisher Investments | Tampa | FL | 09/2022 | 04/2023 |
| Intervest International Equities Corp | Colorado Springs | CO | 04/2023 | 09/2023 |
| Raymond James & Associates Inc. | Saint Petersburg | FL | 09/2023 | Present |
(1)Name of Business: TradeWorks AI Address: 10443 Flagstaff Falls Ave, Riverview, FL, 33578, United States Activity Type: Business Owner Position/Title: Officer - CEO, Partner Investment Related: No Start Date: 04/24/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities as co-CEO are primarily focused on product development, management and administration, marketing and sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-01 |
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