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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-06-06 |
Branch Locations
Mt Pleasant, SC • United States
360 Concord Street Suite 210, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 05/2016 | 11/2017 |
| Bank Of America, N.A. | Charleston | SC | 02/2017 | 11/2017 |
| Us Bank | Brentwood | TN | 07/2018 | 10/2018 |
| U.S. Bancorp Investments, Inc. | Brentwood | TN | 07/2018 | 10/2018 |
| Unemployed | Mount Pleasant | SC | 12/2017 | 07/2018 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 10/2018 | 06/2022 |
| Raymond James & Associates | Charleston | SC | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
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