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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University | Waltham | MA | 08/2018 | 12/2021 |
| Barnes & Noble College At Bentley University | Waltham | MA | 10/2019 | 07/2021 |
| Four Pillars Financial Planning Group | Englewood | FL | 05/2021 | Present |
| Venice High School | Venice | FL | 08/2014 | 06/2018 |
| Raymond James Financial Services Advisors, Inc. | Nokomis | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-21 |
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