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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-01 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 08/2018 | 10/2024 |
| Vale Food Company Tampa | Tampa | FL | 10/2017 | 08/2018 |
| Vale Food Company Gainesville | Gainesville | FL | 05/2017 | 10/2017 |
| Vale Food Company Tallahassee | Tallahassee | FL | 08/2016 | 05/2017 |
| Florida State University | Tallahassee | FL | 05/2013 | 05/2017 |
| Bank Of America, N.A. | Clearwater | FL | 10/2018 | 10/2024 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 10/2024 | Present |
| Live Well By L | Seminole | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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