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Amanda Jean Poland

Raymond James Investment Management

St Petersburg, FL

Aurora, CO

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Current Employers
Raymond James Investment Management

780 Carillon Parkway, St Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-09-22
  • CO RA
    APPROVED
    Since 2020-09-22

Branch Locations

780 Carillon Parkway, St Petersburg, FL 33716 • United States

Aurora, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Capital Inc Denver CO 09/2014 10/2018
Carillon Fund Distributors,Inc Saint Petersburg FL 10/2018 Present
Carillon Tower Advisers, Inc. Denver CO 10/2018 Present
  • 09/2014 → 10/2018
    Transamerica Capital Inc
    Denver, CO
  • 10/2018 → Present
    Carillon Fund Distributors,Inc
    Saint Petersburg, FL
  • 10/2018 → Present
    Carillon Tower Advisers, Inc.
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-14
S63 Uniform Securities Agent State Law Examination 2016-02-22
  • S66 Uniform Combined State Law Examination
    2020-09-14
  • S63 Uniform Securities Agent State Law Examination
    2016-02-22

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
YALE CAPITAL CORP.
VICUS CAPITAL, INC.

Other Investors

WILLIAM LOUIS WATERS
JONATHON E TUFT
DANIEL SCOTT BARE
Salvatore DiNatale
WILLIAM LOUIS WATERS II
JOHN OLIVA
TINA LOUISE BOEVING
SEAN THOMAS REES

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · ST PETERSBURG, FL
OSAIC ADVISORY SERVICES, LLC · ST. PETERSBURG, FL
OSAIC WEALTH, INC. · St. Petersburg, FL
HORNOR, TOWNSEND & KENT, LLC · ST PETERSBURG, FL
EDWARD JONES · St Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · St. Petersburg, FL
YALE CAPITAL CORP. · ST. PETERSBURG, FL
OSAIC WEALTH, INC. · ST PETERSBURG, FL

More in St Petersburg, FL

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