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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lakeland | FL | 07/2013 | 03/2026 |
| Primerica Financial Services | Lakeland | FL | 11/2012 | 03/2026 |
| Tripleseat | Concord | MA | 01/2019 | 02/2024 |
| Raymond James Financial Services, Inc. | Tampa | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Tampa | FL | 03/2026 | Present |
| All Seasons Wealth | Tampa | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-30 |
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