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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Younique | Lehi | UT | 12/2015 | 11/2019 |
| Utah Valley University | Provo | UT | 11/2019 | 06/2020 |
| Fidelity Investments | Salt Lake City | UT | 06/2020 | 08/2026 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 08/2026 |
| Raymond James Financial Services, Inc. | Lincoln | NE | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Lincoln | NE | 08/2026 | Present |
| The Karras Company | Lincoln | NE | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-16 |
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