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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Bardstown | KY | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Bardstown | KY | 01/2026 | Present |
| Cerity Partners | Louisville | KY | 05/2025 | 07/2025 |
| The Bugs Ear | Elizabethtown | KY | 12/2022 | 01/2025 |
| Western Kentucky University | Bowling Green | KY | 08/2023 | 12/2025 |
| St. Xavier High School | Louisville | KY | 08/2016 | 05/2020 |
| Unemployed | Louisville | KY | 06/2020 | 11/2022 |
(1) Name of Business: Royal Wealth and Retirement Address: 631 N 3rd St, Bardstown, KY, 40004-1750, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor helping prepare plans, monitor client accounts and portfolios, present during client meetings, answer phones, provide help and advice when needed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
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