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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| OH | RA | APPROVED | 2025-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Hudson | OH | 03/2008 | 05/2025 |
| Raymond James & Associates, Inc. | Hudson | OH | 05/2025 | Present |
1. The Villas at Westin Pointe Owners Association, Inc, Associated Property Management; Seville OH United States-44273, Association (e.g. Trade or Industry, Sport), Homeowners' AssociationMember of Board of directors, I will serve as Treasurer, start date- 11/20/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-01 |
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