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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-21 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc | Fort Worth | TX | 01/2009 | 08/2018 |
| American Century Investment Services, Inc. | Kansas City | MO | 08/2018 | 04/2020 |
| Avantax Investment Services, Inc. | Dallas | TX | 04/2020 | 12/2021 |
| Avantax Advisory Services | Dallas | TX | 04/2020 | 12/2021 |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2022 | 12/2025 |
| Raymond James & Associates, Inc. | Hugo | MN | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-14 |
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