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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 09/2017 | 10/2018 |
| Albertsons | Chandler | AZ | 05/2015 | 09/2017 |
| Catalina Investments | Tuscon | AZ | 09/2016 | 12/2016 |
| Cco Capital, Llc | Phoenix | AZ | 11/2018 | 05/2019 |
| Stifel, Nicolaus & Company, Incorporated | San Francisco | CA | 05/2019 | 04/2021 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 04/2021 | 08/2026 |
| Cco Staffing, Llc | Phoenix | AZ | 11/2018 | 05/2019 |
| Shining Sea Private Wealth | Delray Beach | FL | 04/2021 | Present |
| Rgwool Llc | Delray Beach | FL | 04/2021 | Present |
| Raymond James Financial Services Inc. | Delray Beach | FL | 08/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Delray Beach | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-11 |
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