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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-02
  • NC RA
    APPROVED
    Since 2026-02-02

Branch Locations

Hunterville, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Advisors, Inc. Huntersville NC 02/2026 Present
Foresight Sports San Diego CA 01/2022 01/2026
Izea Orlando FL 09/2011 01/2022
Other Businesses

(1)Name of Business: Forge Financial Address: 136 W B Ave, Kingman, KS, 67068-1309\n, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Employee and financial advisor (2)Name of Business: Neoteric Brewing Address: 14220 Oakhill Park Lane, Huntersville, NC, 28078, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1% ownership

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29

View on SEC IAPD

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