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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED | 2025-06-09 |
Branch Locations
8311 W Sunset Rd Suite 260, Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas | NV | 04/2007 | 08/2017 |
| Bank Of America, Na | Las Vegas | NV | 01/2010 | 08/2017 |
| Rbc Capital Markets, Llc | Las Vegas | NV | 08/2017 | 06/2025 |
| City National Bank | Las Vegas | NV | 09/2017 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Las Vegas | NV | 06/2025 | Present |
| Raymond James Financial Services, Inc. | Las Vegas | NV | 06/2025 | Present |
(1) Name of Business: Address: 10135 Copper Edge Road, LAS VEGAS, NV, 89148, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/07/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: DTT Pono Holdings LLC Address: 10135 Copper Edge Road, Las Vegas, NV, 89148, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a personal LLC with my husband (3) Name of Business: Toll Wealth Management Address: 8311 W Sunset Rd Ste 260, Las Vegas, NV, 89113-2209, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/05/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manager, Financial Advisor, Associate Employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-08 |
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