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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-31 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Amarillo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | Portage | MI | 03/2013 | 05/2019 |
| Cwm, Llc | Amarillo | TX | 05/2019 | 04/2020 |
| Cetera Advisor Networks | El Segundo | CA | 05/2019 | 04/2020 |
| Carson Group Partners | Amarillo | TX | 05/2019 | 04/2020 |
| Independent Financial Group | Amarillo | TX | 09/2020 | 10/2025 |
| Unemployed | Amarillo | TX | 05/2020 | 09/2020 |
| Raymond James Financial Services, Inc. | Amarillo | TX | 03/2026 | Present |
| Raymond James Financial Servies Advisors, Inc. | Amarillo | TX | 03/2026 | Present |
| Unemployed | Amarillo | TX | 11/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-30 |
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