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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
Branch Locations
18575 High Springs Main St Ste 50, High Springs, FL 32643 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Naples | FL | 01/2025 | 07/2026 |
| Adp | Fort Myers | FL | 08/2024 | 11/2024 |
| Youfit | Gainesville | FL | 08/2023 | 09/2023 |
| Uf Health | Gainesville | FL | 05/2024 | 08/2024 |
| Gainesville Health And Fitness | Gainesville | FL | 01/2024 | 07/2024 |
| Northstar Fitness Llc | Gainesville | FL | 05/2022 | 07/2023 |
| University Of Florida | Gainesville | FL | 05/2020 | 05/2024 |
| Orange Theory Fitness | Gainesville | FL | 08/2023 | 02/2024 |
| Primerica | Duluth | GA | 11/2024 | 01/2025 |
| Strategic Advisers Llc | Naples | FL | 04/2015 | 07/2026 |
| Eastside High School | Gainesville | FL | 08/2015 | 05/2020 |
| Raymond James Financial Services Inc. | High Springs | FL | 07/2026 | Present |
| Raymond James Financial Services Advisors Inc. | High Springs | FL | 07/2026 | Present |
| The Barber Group | High Springs | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
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