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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Richmond, TX • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Richmond, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 08/2020 | 01/2023 |
| None | Mobile | AL | 05/2020 | 07/2020 |
| Atlantic Hotel Groups | Dallas | TX | 03/2020 | 03/2020 |
| Tc Hotels | Mobile | AL | 08/2015 | 03/2020 |
| High School/College | Mobile | AL | 01/2010 | 12/2018 |
| Charles Schwab And Co., Inc. | Omaha | NE | 01/2023 | 06/2023 |
| Raymond James & Associates | Richmond | TX | 01/2024 | Present |
| None | Mobile | AL | 07/2023 | 01/2024 |
| Quantum Property Tax Advisors | Sugar Land | TX | 03/2025 | Present |
| Raymond James Financial Services, Inc | Richmond | TX | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Richmond | TX | 10/2025 | Present |
Quantum Property Tax Advisors - I am a consultant for this firm, we assist in helping commercial properties lower there assessed values. We offer no tax advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-10 |
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