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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-04 |
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2019 | 05/2025 |
| Tiaa | Charlotte | NC | 09/2019 | 05/2025 |
| The Pennsylvania State University | University Park | PA | 01/2018 | 05/2019 |
| The Pennsylvania State University | University Park | PA | 06/2017 | 05/2019 |
| The Pennsylvania State University | University Park | PA | 08/2015 | 05/2019 |
| Unemployed | Concord | NC | 05/2019 | 09/2019 |
| Raymond James & Associates, Inc. | Charlotte | NC | 11/2025 | Present |
| Tek Systems | Charlotte | NC | 05/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
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