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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Chesterfield | MO | 08/2015 | 04/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2024 |
| Raymond James Financial Services, Inc. | St. Charles | MO | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | St. Charles | MO | 08/2025 | Present |
| Unemployed | Cottleville | MO | 04/2024 | 07/2025 |
| Strategic Advisors Llc | Chesterfield | MO | 07/2016 | 07/2018 |
(1) Name of Business: Midland States Bank Address: 5991 S Highway 94, Weldon Spring, MO, 63304-5611, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor- provide financial planning services to inividuals using the Raymond James platform. (2) Name of Business: Midland Wealth Management Address: 5991 S Highway 94, Weldon Spring, MO, 63304-5611, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor using the Raymond James platform
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-06 |
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