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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-09-16 |
| TX | RA | APPROVED_RES | 2019-09-13 |
Branch Locations
1530 American Way Suite 230, Greenwood, IN 46143 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Indianapolis | IN | 10/2007 | 09/2019 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 10/2012 | 09/2019 |
| Raymond James & Associates, Inc | Greenwood | IN | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-02 |
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