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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-27 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-05 |
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