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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-14 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Ponte Vedra, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | New York | NY | 02/2014 | 01/2019 |
| Securities America, Inc. | Morristown | NJ | 01/2019 | 06/2024 |
| Wealthplan Partners, Inc | Morristown | NJ | 01/2019 | 09/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | 09/2024 |
| Osaic Wealth, Inc. | Morristown | NJ | 06/2024 | 09/2024 |
| Morgan Stanley | Jacksonville | FL | 09/2024 | 03/2026 |
| Raymond James Financial Services, Inc. | Ponte Vedra | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Ponte Verda | FL | 03/2026 | Present |
Century 21 Lighthouse Realty, 9471 Baymeadows Rd. #308, 01/01/2022, Realtor, 0.5 hours devoted per a month; 0 hours devoted during business and trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
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