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Account
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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
Branch Locations
2 N Tamiami Trail Suite 804, Sarasota , FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Passage Global Capital Management | Bettendorf | IA | 07/2021 | 10/2021 |
| Preferred Shore Real Estate | Sarasota | FL | 09/2020 | 04/2021 |
| Daiquiri Deck | Sarasota | FL | 05/2018 | 08/2019 |
| Captain Curt's | Sarasota | FL | 08/2016 | 08/2017 |
| Florida State University | Tallahassee | FL | 08/2017 | 04/2021 |
| Cardinal Mooney Catholic High School | Sarasota | FL | 08/2013 | 05/2017 |
| Passage Global Capital Management | Bettendorf | IA | 10/2021 | 06/2022 |
| Raymond James Financial Services Inc. | Sarasota | FL | 11/2022 | 10/2023 |
| Unemployment | Sarasota | FL | 06/2022 | 11/2022 |
| Wealth Strategies Partners | Sarasota | FL | 11/2022 | 10/2023 |
| Raymond James & Associates Inc. | Lakewood Ranch | FL | 01/2025 | Present |
| Ceo (Disclosed) | Sarasota | FL | 10/2023 | 07/2024 |
| Unemployed | Sarasota | FL | 07/2024 | 12/2024 |
| Unemployed | Sarasota | FL | 05/2021 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-30 |
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