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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-14 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 12/2015 | 12/2016 |
| Michael Howard, Llc | Naples | FL | 06/2007 | 07/2026 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 11/2018 | 02/2022 |
| Raymond James & Associates | Naples | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-25 |
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