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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
200 Crescent Court Suite 500, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2020 | 02/2021 |
| Unemployed | Argyle | TX | 05/2020 | 09/2020 |
| Enterprise Rent-A-Car | Lewisville | TX | 08/2019 | 04/2020 |
| Nike | Fort Worth | TX | 12/2017 | 08/2018 |
| Illinois State University | Normal | IL | 05/2015 | 05/2019 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2022 | 05/2022 |
| Best Buy | Cedar Park | TX | 09/2021 | 03/2022 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | 11/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 11/2022 | 07/2025 |
| Unemployed | Argyle | TX | 06/2019 | 07/2019 |
| Unemployed | Cedar Park | TX | 02/2021 | 09/2021 |
| Raymond James & Associates, Inc | Dallas | TX | 12/2025 | Present |
| Ubs Financial Services | Plano | TX | 11/2025 | 12/2025 |
| Unemployed | Irving | TX | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-23 |
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