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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-28 |
Branch Locations
6805 Carnegie Blvd, Suite 350, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 09/2021 | 05/2022 |
| Us Tech Solutions | Jersey City | NC | 09/2021 | 05/2022 |
| Bayberry Group | Glen Arbor | MI | 01/2019 | 01/2020 |
| Dominos Pizza | Mount Pleasant | MI | 01/2018 | 12/2018 |
| Hop Lot Brewing Company | Suttons Bay | MI | 01/2016 | 02/2017 |
| Cherry Home Orchards | Northport | MI | 01/2015 | 12/2017 |
| Suttons Bay High School | Suttons Bay | MI | 01/2011 | 01/2017 |
| Unemployed | Traverse City | MI | 01/2020 | 09/2021 |
| Raymond James & Associates, Inc. | Charlotte | NC | 05/2022 | 01/2024 |
| Raymond James & Associates, Inc. | Charlotte | NC | 01/2024 | Present |
| Central Michigan University | Mount Pleasant | MI | 08/2017 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-10 |
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