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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-21 |
Branch Locations
Goodlettsville, TN • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Success Mortgage Partners | Plymouth | MI | 01/2017 | 07/2018 |
| Studying- University Of Tennessee | Knoxville | TN | 06/2012 | 12/2016 |
| Ubs Securities Llc | Nashville | TN | 07/2018 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood | TN | 11/2019 | 05/2025 |
| Raymond James & Associates | Goodlettsville | TN | 06/2025 | 12/2025 |
| Raymond James Financial Services, Inc | Goodlettsville | TN | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Goodlettsville | TN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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