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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clearwater | FL | 08/2018 | 11/2020 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 05/2018 | 08/2018 |
| University Of Florida | Gainesville | FL | 08/2014 | 05/2018 |
| Axogen, Inc | Alachua | FL | 01/2018 | 04/2018 |
| Axogen, Inc | Alachua | FL | 05/2017 | 08/2017 |
| Steward Partners Holding, Llc | Clearwater | FL | 05/2018 | 11/2020 |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 05/2018 | 11/2020 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 11/2020 | 04/2025 |
| Holistiplan | Tampa | FL | 05/2025 | Present |
| Hunt Wealth Planning, Llc | Tampa | FL | 04/2025 | Present |
Holistiplan; non-investment; College Station, TX; Tax Planning Software; Account Executive; 05/2025; 160/hrs month; 90 hrs during trading; sales rep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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