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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Trophy Club, TX • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
Branch Locations
Trophy Club, TX • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 12/2016 | 08/2017 |
| Fidelity Brokerage Services Llc | Flint | MI | 01/2015 | 09/2016 |
| Unemployed | Haslet | TX | 10/2016 | 12/2016 |
| Avantax Investment Services, Inc. | Dallas | TX | 08/2017 | 09/2020 |
| Avantax Advisory Services | Dallas | TX | 08/2017 | 09/2020 |
| Citigroup | Irving | TX | 09/2020 | 08/2021 |
| Avantax Investment Services, Inc. | Dallas | TX | 08/2021 | 05/2025 |
| Avantax Advisory Services | Dallas | TX | 08/2021 | 05/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | 05/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2024 | 05/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2024 | 05/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2024 | 05/2025 |
| Raymond James & Associates | Trophy Club | TX | 05/2025 | Present |
| Raymond James Financial Services | Trophy Club | TX | 05/2025 | Present |
| Raymond James Financial Advisors | Trophy Club | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-13 |
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