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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-22 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighthouse Financial | Charlotte | NC | 04/2019 | 09/2022 |
| Lowe's Home Improvement | Charlotte | NC | 10/2018 | 03/2019 |
| Student | Charlotte | NC | 11/2015 | 10/2018 |
| Fisher Investments | Tampa | FL | 10/2022 | 03/2024 |
| Farnam Financial | Tampa | FL | 04/2024 | 04/2025 |
| Walser Wealth Management Company, A Limited Liability Company | Tampa | FL | 04/2025 | 09/2025 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 11/2025 | 01/2026 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 01/2026 | Present |
Partner in a franchise named "The Little Gym" with my spouse. I do not materially participate in the business. It is a children's enrichment gym.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-14 |
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