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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 2021-03-19
NC RA APPROVED 2021-03-18
TX RA APPROVED 2021-03-18
  • FL RA
    APPROVED
    Since 2021-03-19
  • NC RA
    APPROVED
    Since 2021-03-18
  • TX RA
    APPROVED
    Since 2021-03-18

Branch Locations

St. Petersburg, FL • United States

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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Winston Salem NC 07/2011 03/2021
Bank Of America, N.A. Winston Salem NC 10/2011 03/2021
Raymond James & Associates St Petersburg FL 03/2021 Present
  • 07/2011 → 03/2021
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Winston Salem, NC
  • 10/2011 → 03/2021
    Bank Of America, N.A.
    Winston Salem, NC
  • 03/2021 → Present
    Raymond James & Associates
    St Petersburg, FL
Previous Registrations
Other Businesses

(1)Name of Business: Robert Irvine Foundation Inc Address: 176 4th Ave NE Unit 801, St Petersburg, FL, 33701, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 02/14/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: board member on Robert Irvine Foundation. (2)Name of Business: St. Petersburg Skin and Laser Center, LLC Address: 100 40th Avenue North, St Petersburg, FL, 33703, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: assist with CFO responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-13
  • S66 Uniform Combined State Law Examination
    2011-10-13
Other Names
  • William Charles Taylor

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