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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-02 |
Branch Locations
202 N Harbor City Blvd Suite 301, Melbourne, FL 32935 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Orlando | FL | 10/2022 | 04/2024 |
| Mitsubishi Power America | Mary Lake | FL | 08/2021 | 09/2022 |
| Northwestern Mutual Company | Orlando | FL | 08/2020 | 12/2020 |
| University Of Central Fl | Orlando | FL | 08/2018 | 12/2022 |
| Raymond James & Associates | Melbourne | FL | 05/2024 | Present |
| Minor | Pinecrest | FL | 08/2004 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-21 |
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