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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-09 |
Branch Locations
Palm Harbor, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Chicago | IL | 03/2013 | 04/2021 |
| Jpmorgan Chase Bank Na | Chicago | IL | 01/2007 | 04/2021 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 04/2021 | Present |
| Raymond James Financial Services | Saint Petersburg | FL | 01/2025 | Present |
| Raymond James Financial Services Advisors | Saint Petersburg | FL | 01/2025 | Present |
| Finra | Boca Raton | FL | 05/2025 | Present |
(1)Name of Business: Address: 2400 Windsor Mall unit 1M, Park Ridge, IL, 60068, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I own a condo that we rent out as a long term rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-06 |
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