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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-20 |
| FL | RA | APPROVED | 2022-05-02 |
Branch Locations
245 Riverside Avenue Suite 500, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2013 | 03/2017 |
| Capital Analysts Of Jacksonville | Jacksonville | FL | 03/2017 | 08/2019 |
| Lincoln Investment | Fort Washington | PA | 03/2017 | 08/2019 |
| Ubs Financial Services Inc | Jacksonville | FL | 08/2019 | 04/2022 |
| Raymond James & Associates | Jacksonville | FL | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-05 |
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