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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-29 |
| FL | RA | APPROVED | 2018-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake In The Hills | IL | 04/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Lake In The Hills | IL | 06/2011 | Present |
| Summit Wealth Strategies | Crystal Lake | IL | 06/2012 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-21 |
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