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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-27 |
| MS | RA | APPROVED | 2026-07-27 |
Branch Locations
1540 W Causeway Approach, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 08/2025 | 07/2026 |
| Btw & Co. | Arlington | VA | 05/2024 | 08/2024 |
| Army Navy Country Club | Arlington | VA | 05/2023 | 08/2023 |
| Winkler Pool Company | Arlington | VA | 05/2021 | 08/2021 |
| University Of Mississippi | Oxford | MS | 08/2021 | 08/2025 |
| Yorktown High School | Arlington | VA | 08/2018 | 08/2021 |
| Kenmore Middle School | Arlington | VA | 09/2015 | 08/2018 |
| Trinity Wealth Securities, Llc | Nashville | TN | 10/2025 | 07/2026 |
| Raymond James & Associates, Inc. | Mandeville | LA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-21 |
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