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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
| FL | RA | APPROVED | 2025-03-18 |
Branch Locations
St. Petersburg, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
880 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Indianapolis | IN | 04/2016 | 11/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | 11/2018 |
| Jpmorgan Chase Bank Na | Indianapolis | IN | 12/2018 | 10/2022 |
| Jpmorgan Securities Llc | Indianapolis | IN | 12/2018 | 10/2022 |
| Ubs Financial Services | Tampa | FL | 10/2022 | 03/2025 |
| Raymond James & Associates Inc. | Saint Petersburg | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-16 |
| S66 | Uniform Combined State Law Examination | 2016-07-29 |
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