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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
11611 N Meridian St Ste 600, Carmel, IN 46032-7118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2019 | 01/2024 |
| Carmel Clay Schools | Carmel | IN | 09/2018 | 03/2019 |
| Des Moines Area Community College | Boone | IA | 08/2016 | 08/2018 |
| Tacoma Public Schools | Tacoma | WA | 02/2015 | 09/2016 |
| Peninsula School District | Gig Harbor | WA | 12/2014 | 01/2017 |
| Raymond James & Associates | Carmel | IN | 01/2024 | Present |
(1)Name of Business: Address: Westfield, IN, 85234, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 03/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-23 |
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