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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-21 |
Branch Locations
6745 Longshore St Suite 220, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dublin | OH | 06/2019 | 09/2022 |
| Red Capital Group | Columbus | OH | 06/2018 | 08/2018 |
| Buns Resturaunt | Delaware | OH | 05/2017 | 12/2017 |
| United Parcel Service | Columbus | OH | 11/2016 | 01/2017 |
| Ohio Wesleyan University | Delaware | OH | 09/2016 | 02/2019 |
| Unemployed | Powell | OH | 08/2013 | 05/2017 |
| Unemployed | Powell | OH | 08/2018 | 06/2019 |
| United Parcel Service | Columbus | OH | 11/2018 | 01/2019 |
| Bank Of America, N.A. | Dublin | OH | 07/2019 | 09/2022 |
| Raymond James & Associates, Inc. | Dublin | OH | 09/2022 | 07/2024 |
| Installed Building Products | Columbus | OH | 08/2024 | 10/2025 |
| Raymond James & Associates, Inc. | Dublin | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
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