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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| IL | RA | APPROVED | 2025-01-27 |
Branch Locations
120 S Riverside Plaza Suite 700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Chicago | IL | 10/2024 | Present |
| Bmo Wealth Mangement | Chicago | IL | 04/2018 | 10/2024 |
| Northern Trust Company | Chicago | IL | 09/2013 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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