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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-23 |
| FL | RA | APPROVED | 2022-09-26 |
Branch Locations
2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bob Graham Education Center | Miami Lakes | FL | 07/2016 | 08/2017 |
| University Of Central Florida | Orlando | FL | 08/2017 | 08/2021 |
| Morgan Stanley | Coral Gables | FL | 09/2021 | 09/2022 |
| Raymond James Financial Services, Inc. | Coral Gables | FL | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Coral Gables | FL | 09/2022 | Present |
(1)Name of Business: Private Wealth Management of Coral Gables Address: 141 Miracle Mile, Coral Gables, FL, 33134-5405, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
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