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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
| NY | RA | APPROVED | 2021-09-10 |
| CA | RA | APPROVED | 2021-02-09 |
Branch Locations
320 Park Avenue Fl 14, New York, NY 10022 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2019 | 01/2021 |
| Santa Clara University | Santa Clara | CA | 01/2017 | 09/2019 |
| Teton Pines Country Club | Wilson | WY | 06/2013 | 08/2017 |
| First Western Trust | Jackson | WY | 06/2017 | 09/2017 |
| The Virginian Restaurant | Jackson | WY | 07/2017 | 09/2017 |
| Raymond James & Associates, Inc | Austin | TX | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
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