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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-28 |
Branch Locations
2222 Chestnut Avenue Suite 203, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Glenview | IL | 09/2025 | Present |
| Pwc | Chicago | IL | 01/2022 | 09/2025 |
| Chapman University | Orange | CA | 08/2016 | 05/2021 |
| Unemployed | Chicago | IL | 06/2021 | 12/2021 |
| Raymond James Financial Services Advisors, Inc | Glenview | IL | 01/2026 | Present |
(1)Name of Business: ClearTrack Financial Advisors, LLC Address: 2222 Chestnut Ave Ste 203, Glenview, IL, 60026-1674, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/13/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Supporting Financial Advisors/Owners
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
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