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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-07 |
| NJ | RA | APPROVED | 2025-06-02 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
320 Park Ave Fl 12, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Asset And Wealth Management | New York | NY | 06/2013 | 10/2017 |
| Olivetree Financial, Llc | New York | NY | 09/2018 | 07/2019 |
| Unemployed | Westfield | NJ | 10/2017 | 04/2018 |
| Amazon | Edison | NJ | 04/2018 | 10/2018 |
| Raymond James & Associates, Inc. | New York | NY | 09/2022 | 09/2024 |
| Citibank | Jersey City | NJ | 07/2021 | 09/2022 |
| Amazon | Staten Island | NY | 07/2019 | 07/2021 |
| Raymond James & Associates | New York | NY | 09/2024 | Present |
(1) Name of Business: Uber Address: 402 Summit Ave-Apt 6, Westfield, NJ, 07090, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: Yes Start Date: 10/12/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Uber driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-20 |
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