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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-04 |
Branch Locations
6303 Cowboys Way Suite 425, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Oklahoma City | OK | 06/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 05/2017 | 08/2017 |
| Bank Of America, N.A. | Oklahoma City | OK | 05/2017 | 08/2017 |
| Wells Fargo Clearing Services Llc | Oklahoma City | OK | 08/2017 | 06/2020 |
| Fidelity Investments | Westlkake | TX | 06/2020 | 03/2024 |
| Raymond James & Associates, Inc | Frisco | TX | 03/2024 | Present |
| The American College | King Of Prussia | PA | 08/2024 | Present |
| Doordash | Denton | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-10 |
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