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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Service, Inc. | Mcallen | TX | 09/2025 | Present |
| Brigham Young University - Idaho | Rexburg | ID | 01/2025 | 06/2025 |
| Melaleuca | Rexburg | ID | 08/2023 | 12/2024 |
| Lumos Marketing | Dallas | TX | 05/2023 | 06/2023 |
| Texas Clear Pools | Allen | TX | 02/2023 | 05/2023 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 01/2021 | 01/2023 |
| Mckinney North High School | Mckinney | TX | 01/2016 | 01/2021 |
| Insight Financial Health | Mcallen | TX | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Mcallen | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
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