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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-16 |
Branch Locations
8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Sarasota | FL | 05/2015 | 01/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 05/2015 | 07/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 07/2021 |
| Bb&T | Sarasota | FL | 01/2019 | 07/2021 |
| Truist Investment Services, Inc. | Sarasota | FL | 02/2021 | 07/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 07/2021 |
| Raymond James & Associates, Inc | Lakewood Ranch | FL | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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