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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-27 |
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 |
|---|---|---|---|---|
| Aflac (Supplemental Insurance) | Columbus | OH | 09/1997 | 07/2020 |
| Northwestern Mutual Investment Servicec, Llc | St. Petersburg | FL | 09/2003 | 07/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2007 | 07/2020 |
| O'COnnell Financial Group Inc. | Tampa | FL | 06/2014 | 07/2020 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 05/2021 | Present |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | St Petersburg | FL | 04/2022 | Present |
| Unemployed | St Petersburg | FL | 07/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-21 |
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