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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-11 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
4422 Johnston Oehler Rd. Apt 317, Charlotte, NC 28269 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-25 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 01/2020 | 09/2020 |
| Rhi General Group | San Ramon | CA | 01/2020 | 04/2020 |
| Build-A-Bear Workshop | Concord | NC | 04/2016 | 12/2016 |
| Pnc Music Pavilion | Charlotte | NC | 04/2018 | 04/2019 |
| Uncc Dept. Of Psychological Sciences | Charlotte | NC | 01/2018 | 05/2018 |
| Uncc Office Of Undergraduate Research | Charlotte | NC | 05/2019 | 07/2019 |
| Uncc Dept. Of Psychological Sciences | Charlotte | NC | 08/2018 | 12/2019 |
| Uncc Dean Of Students' Office | Charlotte | NC | 05/2018 | 07/2018 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2016 | 12/2019 |
| The Vanguard Group, Inc. | Charlotte | NC | 10/2020 | 02/2021 |
| Carolinas Investment Consulting Llc | Charlotte | NC | 03/2021 | 10/2022 |
| Carolinas Wealth Consulting Llc | Charlotte | NC | 03/2021 | 10/2022 |
| Raymond James & Associates, Inc. | Charlotte | NC | 10/2022 | Present |
| Raymond James Financial Services, Inc | Charlotte | NC | 05/2023 | Present |
| Raymond James Financial Services Advisors Inc. | Charlotte | NC | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-13 |
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