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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-19 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 11/2020 | 07/2022 |
| Merion Golf Club | Havertown | PA | 07/2020 | 11/2020 |
| Villanova University | Villanova | PA | 09/2020 | 06/2022 |
| Five Iron Golf | Philadelphia | PA | 01/2020 | 03/2020 |
| Tpc Boston | Norton | MA | 07/2019 | 10/2019 |
| Titleist | Boston | MA | 05/2016 | 10/2019 |
| Wagner College | Staten Island | NY | 01/2018 | 05/2019 |
| Rutgers University | New Brunswick | NJ | 10/2016 | 12/2017 |
| Dicks Sporting Goods | Dedham | MA | 09/2016 | 08/2018 |
| Unemployed | King Of Prussia | PA | 03/2020 | 07/2020 |
| Merion Golf Club | Haverford | PA | 06/2021 | 10/2021 |
| Raymond James & Associates, Inc. | St. Petersburg | AK | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-16 |
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