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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| NC | RA | APPROVED | 2023-09-12 |
Branch Locations
100 North Main Street Suite 2400, Winston-Salem, NC 27101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 01/2015 | 04/2023 |
| Raymond James & Associates, Inc. | Winston Salem | NC | 08/2023 | Present |
| Unemployed | Winston Salem | NC | 04/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-02 |
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