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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-02 |
Branch Locations
175 Regency Woods Pl Suite 450, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bdo Wealth Advisors, Llc | St. Louis | MO | 08/2015 | 02/2019 |
| Bdo Usa, Llp | Chicago | IL | 06/2015 | 04/2022 |
| Bdo Wealth Advisors, Llc | Chicago | IL | 04/2019 | 04/2022 |
| Raymond James & Associates | Cary | NC | 11/2022 | Present |
| Restoration Church Of The Nazarene | Bedford | IN | 05/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 2013-04-27 |
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