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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-09-18 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED_RES | 2023-09-13 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | St. Louis | MO | 02/2006 | 12/2021 |
| Charles Schwab And Co., Inc. | Chesterfield | MO | 12/2021 | 08/2023 |
| Charles Schwab Bank, Ssb | Chesterfield | MO | 04/2022 | 08/2023 |
| Charles Schwab Premiere Bank | Chesterfield | MO | 04/2022 | 08/2023 |
| Charles Schwab Trust Bank | Chesterfield | MO | 04/2022 | 08/2023 |
| Raymond James & Associates, Inc | Keosauqua | IA | 08/2023 | Present |
| Raymond James Financial Services, Inc | Keosauqua | IA | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Keosauqua | IA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-22 |
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