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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| PA | RA | APPROVED | 2024-02-29 |
| DE | RA | APPROVED | 2017-11-27 |
Branch Locations
1011 Centre Road Suite 110, Wilmington, DE 19805 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wilmington | DE | 07/2017 | 09/2017 |
| Raymond James Financial Services, Inc. | Wilmington | DE | 09/2017 | Present |
| University Of Delaware | Newark | DE | 08/2013 | 06/2017 |
| Raymond James Financial Services Advisors Inc. | Wilmington | DE | 11/2017 | Present |
| Bassett, Dawson & Foy Inc. | Wilmington | DE | 08/2017 | 09/2023 |
(1)Name of Business: Life Brokerage LLC Address: 1011 Centre Rd Ste 110, Wilmington, DE, 19805, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/25/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: 1035 Life Insurance business and other original insurance cases (2)Name of Business: Wilmington Wealth Management Address: 1011 Centre Rd Ste 110, Wilmington, DE, 19805-1270, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-22 |
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