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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Bayport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | White Plains | NY | 08/2014 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Melville | NY | 07/2016 | 03/2023 |
| Raymond James & Associates | Bayport | NY | 03/2023 | 12/2025 |
| Raymond James Financial Services, Inc | Bayport | NY | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Bayport | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-02 |
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