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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED_RES | 2025-10-02 |
| PA | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York | PA | 08/2020 | 03/2021 |
| Easport Yacht Club | Annapolis | MD | 11/2015 | 02/2017 |
| The Colonial Golf And Tennis Club | Harrisburg | PA | 02/2017 | 02/2019 |
| The Elkridge Club | Baltimore | MD | 02/2019 | 08/2020 |
| Bank Of America N.A. | York | PA | 11/2020 | 03/2021 |
| Commonwealth Financial Network | Waltham | MA | 03/2021 | 10/2025 |
| Pioneer Valley Financial Group, Llc | Ludlow | MA | 03/2021 | Present |
| Raymond James Financial Services Inc. | Ludlow | MA | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Ludlow | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-25 |
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