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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-20 |
Branch Locations
3399 Pga Blvd. Suite 200, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primoris Wealth Advisors, Llc | North Palm Beach | FL | 02/2021 | 05/2023 |
| Keller Williams Of The Palm Beaches | Palm Beach Gardens | FL | 11/2020 | 02/2021 |
| University Of Central Florida | Orlando | FL | 08/2018 | 12/2020 |
| University Of Central Florida Athlectic Association | Orlando | FL | 11/2017 | 08/2020 |
| Jonathan'S Landing Golf Club | Jupiter | FL | 08/2017 | 11/2017 |
| Jonathan'S Landing Golf Club | Jupiter | FL | 09/2016 | 12/2016 |
| Unemployed | Okeechobee | FL | 05/2016 | 09/2016 |
| Self Employed | Gainesville | FL | 12/2016 | 08/2017 |
| Raymond James & Associates | Palm Beach Gardens | FL | 06/2023 | Present |
(1)Name of Business: Address: 1203 Town Center Dr Apt 401, Jupiter, FL, 33458, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/07/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Tournament Director (recreational). Responsibilities include coordinating course logistics, managing invitations based on competitive criteria, event day operations, and administrative tasks. This event is recreational and not related to financial services or securities activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2021-02-08 |
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