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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-27
  • FL RA
    APPROVED
    Since 2022-06-27

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • 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
Usaa Financial Planning Services Tampa FL 09/2013 01/2018
Usaa Financial Advisors, Inc. Tampa FL 09/2013 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. Temple Terrace FL 05/2020 06/2022
Charles Schwab Bank, Ssb Temple Terrace FL 05/2020 06/2022
Raymond James & Associates, Inc. St. Petersburg FL 06/2022 Present
  • 09/2013 → 01/2018
    Usaa Financial Planning Services
    Tampa, FL
  • 09/2013 → 05/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → 06/2022
    Temple Terrace, FL
  • 05/2020 → 06/2022
    Charles Schwab Bank, Ssb
    Temple Terrace, FL
  • 06/2022 → Present
    St. Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-21
S63 Uniform Securities Agent State Law Examination 2013-12-05
  • S65 Uniform Investment Adviser Law Examination
    2014-08-21
  • S63 Uniform Securities Agent State Law Examination
    2013-12-05
Designations
Other Names
  • Jose A Marrero
  • Jose Marrero
  • Jose Marrero

View on SEC IAPD

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