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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | San Diego | CA | 06/2025 | Present |
| Morgan Stanley | New York | NY | 04/2025 | 05/2025 |
| Michael Waltrip's Taproom | Mooresville | NC | 02/2025 | 03/2025 |
| Charlotte National Whitewater Center | Charlotte | NC | 06/2024 | 12/2024 |
| Mutual Of Omaha | Tampa | FL | 04/2023 | 09/2023 |
| Virginica Carbon Capture | Tampa | FL | 07/2023 | 09/2023 |
| Lululemon Athletica | Tampa | FL | 06/2021 | 01/2022 |
| Oki Golf - Plateau Club | Sammamish | WA | 06/2021 | 08/2021 |
| Home Depot | Issaquah | WA | 06/2020 | 08/2020 |
| Seattle Starz Lacrosse Club | Seattle | WA | 06/2017 | 09/2021 |
| Washington Lacrosse Officials Association | Seattle | WA | 02/2016 | 08/2019 |
| Safeway Valet | Tampa | FL | 04/2023 | 09/2023 |
| University Of Utah | Salt Lake City | UT | 09/2019 | 05/2020 |
| University Of Utah | Salt Lake City | UT | 09/2020 | 05/2021 |
| University Of Tampa | Tampa | FL | 02/2022 | 03/2023 |
| University Of Tampa | Tampa | FL | 10/2023 | 05/2024 |
| Job Searching | Mooresville | NC | 01/2025 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2026-03-06 |
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