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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED_RES | 2025-09-30 |
Branch Locations
3601 Pga Boulevard Suite 301, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 02/2021 | 08/2022 |
| Georgetown University | Washington | DC | 08/2016 | 05/2020 |
| Yates Field House- Georgetown University | Washington | DC | 09/2016 | 05/2017 |
| Hill Top Summer Camp | Bryn Mawr | PA | 06/2017 | 07/2017 |
| Mceldrew Young Purtell Merritt | Philadelphia | PA | 07/2017 | 08/2017 |
| Resident Housing Office- Georgetown University | Washington | DC | 09/2017 | 05/2018 |
| Towne Liquor | Washington | DC | 09/2017 | 05/2018 |
| Towne Liquor | Washington | DC | 09/2018 | 05/2019 |
| Towne Liquor | Washington | DC | 09/2019 | 12/2019 |
| Persado | New York City | NY | 06/2018 | 08/2018 |
| Persado | New York City | NY | 06/2019 | 07/2019 |
| Unemployed | Bryn Mawr | PA | 05/2020 | 02/2021 |
| Morgan Stanley | Philadelphia | PA | 09/2022 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Palm Beach Gardens | FL | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 09/2025 | Present |
Houchin Ernst Wealth Advisors Non-Investment Related Palm Beach Gardens, Florida DBA/Support Company Advisor Started: 9/29/2025 0 hrs per month devoted 0 hrs per month during trading hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-01 |
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