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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
5844 John Hickman Pkwy Suite 220, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney | TX | 08/2018 | 10/2025 |
| Intouch Credit Union | Plano | TX | 05/2015 | 08/2018 |
| Raymond James & Associates, Inc | Prosper | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-16 |
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