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780 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-29 |
Branch Locations
Saint Augustine, FL • United States
780 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Global Advisors | New York | NY | 11/2012 | 01/2017 |
| State Street Global Advisors Funds Distributors Llc | New York | NY | 11/2012 | 07/2018 |
| State Street Global Advisors Trust Company | New York | NY | 01/2017 | 07/2018 |
| Wealth Enhancement Group | St Augustine | FL | 03/2025 | 11/2025 |
| Wealth Enhancement Advisory Services | St Augustine | FL | 05/2025 | 11/2025 |
| Unemployed | St Augustine | FL | 08/2024 | 03/2025 |
| Vettafi | St Augustine | FL | 01/2024 | 07/2024 |
| Unemployed | St Augustine | FL | 01/2023 | 12/2023 |
| Ftse Russell | St Augustine | FL | 01/2019 | 01/2023 |
| Unemployed | Westport | CT | 08/2018 | 12/2018 |
| Raymond James & Associates, Inc | Saint Augustine | FL | 11/2025 | 01/2026 |
| Raymond James & Associates, Inc | Saint Augustine | FL | 01/2026 | 06/2026 |
| Carillon Fund Distributors, Inc. | Saint Augustine | FL | 06/2026 | Present |
| Carillon Tower Advisers, Inc | Saint Augustine | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-27 |
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