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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
Branch Locations
400 N. Tampa Street Suite 1800, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | St. Petersburg | FL | 10/2016 | 07/2017 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 07/2017 | 10/2019 |
| Unemployed | Safety Harbor | FL | 02/2016 | 10/2016 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 07/2017 | 10/2019 |
| Truist Investment Services, Inc. | Tampa | FL | 11/2021 | 04/2026 |
| Truist Advisory Services, Inc. | Tampa | FL | 11/2021 | 04/2026 |
| Uber And Lyft | Safety Harbor | FL | 10/2019 | 06/2020 |
| Unemployed | Safety Harbor | FL | 06/2020 | 11/2021 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 04/2026 | Present |
| Capfinancial Securities, Llc. | Raleigh | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-14 |
| S65 | Uniform Investment Adviser Law Examination | 2010-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-30 |
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