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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nordstrom | Seattle | WA | 09/2009 | 12/2018 |
| Wells Fargo Advisors Llc | Seattle | WA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2016 | 12/2019 |
| Morgan Stanley | Bellevue | WA | 03/2020 | 07/2021 |
| Unemployed | Issaquah | WA | 01/2020 | 02/2020 |
| Wells Fargo Clearing Services, Llc | Issaquah | WA | 07/2021 | 05/2023 |
| Raymond James Financial Services, Inc. | Issaquah | WA | 05/2023 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Issaquah | WA | 05/2023 | 03/2025 |
| Hall & Dornan Capital Partners | Issaquah | WA | 05/2023 | 03/2025 |
| Raymond James & Associates, Inc. | Kirkland | WA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-11 |
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