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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-24 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 05/2016 | 11/2018 |
| Raymond James & Associates | Saint Petersburg | FL | 11/2018 | 04/2021 |
| Grove Point Investments, Llc. | Rockville | MD | 04/2021 | 08/2025 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 08/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2024 | 08/2025 |
| Next Financial Group | Houston | TX | 01/2024 | 08/2025 |
| Cadaret Grant & Co. | Syracuse | NY | 01/2024 | 08/2025 |
| Sorrento Pacific Financial, Llc | San Diego | CA | 01/2024 | 08/2025 |
| Raymond James Financial Services, Inc | Saint Petersburg, | FL | 11/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Saint Petersburg, | FL | 11/2025 | Present |
| Unemployed | St. Petersburg | FL | 09/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-08 |
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