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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
5847 San Felipe Street Ste 3900, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2024 | 06/2025 |
| College Station Isd | College Station | TX | 01/2024 | 05/2024 |
| Bethel Lutheran Pre School | Bryan | TX | 08/2022 | 01/2024 |
| Christ Community Church | Magnolia | TX | 08/2017 | 08/2024 |
| Texas A&M University | College Station | TX | 08/2020 | 05/2024 |
| The Woodlands High School | The Woodlands | TX | 08/2016 | 05/2020 |
| Raymond James & Associates, Inc. | Houston | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-05 |
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