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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-09 |
Branch Locations
6307 Waterford Blvd. Suite 210, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Oklahoma City | OK | 06/2026 | Present |
| Morgan Stanley | Greenwood Village | CO | 06/2021 | 03/2023 |
| Vivent Health | Denver | CO | 12/2019 | 06/2021 |
| Unemployed | Geispolsheim | 09/2019 | 11/2019 | |
| Colorado Access | Aurora | CO | 01/2019 | 08/2019 |
| American Academy | Parker | CO | 02/2017 | 01/2019 |
| Tony'S Market | Centennial | CO | 11/2018 | 02/2019 |
| Enstrom Candies Cherry Creek | Denver | CO | 11/2017 | 12/2017 |
| Tony'S Market | Denver | CO | 06/2017 | 07/2017 |
| Colorado Fund For People With Disabilities | Denver | CO | 06/2016 | 02/2017 |
| Fidelity Investments | Greenwood Village | CO | 03/2023 | 07/2023 |
| Ameriprise Financial Services, Llc | Denver | CO | 07/2023 | 12/2023 |
| Vivent Health | Denver | CO | 12/2023 | 12/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 12/2024 | 05/2026 |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 12/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
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