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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-28
  • FL RA
    APPROVED
    Since 2022-02-28

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • 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
Cammack Larhette Advisors, Llc New York NY 01/2013 02/2021
Capfinancial Partners, Llc. (Captrust) Raliegh NC 02/2021 04/2021
Raymond James & Associates, Inc. St. Petersburg FL 04/2021 Present
  • 01/2013 → 02/2021
    Cammack Larhette Advisors, Llc
    New York, NY
  • 02/2021 → 04/2021
    Capfinancial Partners, Llc. (Captrust)
    Raliegh, NC
  • 04/2021 → Present
    St. Petersburg, FL
Previous Registrations
  • 2013-03-04 → 2021-05-18
    Cammack Retirement Group
    Wellesley, MA
    New York, NY
    Charlotte, NC
    Charlotte, NC
  • 2021-02-26 → 2021-04-19
    Charlotte, NC
  • 2008-09-03 → 2010-12-31
    Mcnamara Capital
    Boston, MA
  • 2007-08-15 → 2008-06-11
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-09
S63 Uniform Securities Agent State Law Examination 2007-07-24
  • S66 Uniform Combined State Law Examination
    2022-02-09
  • S63 Uniform Securities Agent State Law Examination
    2007-07-24
Designations
Other Names
  • Tracey Marie Manzi

View on SEC IAPD

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