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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-10-02 |
Branch Locations
970 Baxter Blvd Suite 204, Portland, ME 04103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Westbrook | ME | 05/2021 | 01/2023 |
| Jp Morgan Securities Llc | Westbrook | ME | 05/2021 | 01/2023 |
| Pom Grace 2013 Llc | Falmouth | ME | 10/2013 | 10/2020 |
| United Ground Express (United Airlines) | South Portland | ME | 03/2017 | 07/2017 |
| Bank Of America Corp | South Portland | ME | 02/2020 | 05/2021 |
| Edward Jones | St Louis | MO | 03/2023 | 04/2025 |
| Unemployed | Falmouth | ME | 05/2025 | 08/2025 |
| Raymond James Financial Services, Inc. | Portland | ME | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Portland | ME | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-06 |
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