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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-27 |
Branch Locations
Lake Worth, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-22 |
Branch Locations
Lake Worth, FL • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital City Banc Investments | Tallahassee | FL | 10/2013 | 06/2022 |
| Invest Financial Corp. | Tampa | FL | 10/2013 | 02/2018 |
| Lpl Financial Llc | Tallahassee | FL | 02/2018 | 06/2022 |
| Raymond James & Associates | Tallahassee | FL | 06/2022 | Present |
| Raymond James Financial Services, Inc. | Tallahassee | FL | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Tallahassee | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-07 |
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