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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-19 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Tampa | FL | 07/2016 | 07/2018 |
| Usaa Financial Planning Services | Tampa | FL | 06/2016 | 07/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2018 |
| Lion Street Financial | Austin | TX | 07/2018 | 08/2021 |
| Lion Street Advisors | Austin | TX | 07/2018 | 08/2021 |
| Cassidy & Company | Tampa | FL | 07/2018 | 08/2021 |
| Agw Capital Advisors | Tampa | FL | 08/2021 | 12/2022 |
| Agw Capital Advisors | Tampa | FL | 08/2021 | 12/2023 |
| Agw Capital Advisors | Tampa | FL | 01/2023 | 12/2023 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 07/2024 | Present |
| Unemployed | Tampa | FL | 12/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-28 |
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