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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-24 |
| FL | RA | APPROVED | 2020-10-01 |
Branch Locations
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | New York | NY | 09/2018 | 09/2020 |
| Mml Investors Services, Llc | New York | NY | 02/2020 | 09/2020 |
| Levain Group | New York | NY | 04/2014 | 05/2018 |
| Unemployed | New York | NY | 04/2018 | 08/2018 |
| Raymond James & Associates, Inc | Boca Raton | FL | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-26 |
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