Nikolas Papageorge

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-10-24
FL	RA	APPROVED	2023-08-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pleasanton	CA	04/2017	12/2020
University Of Arizona	Tucson	AZ	08/2015	04/2017
Bank Of America, N.A.	Pleasanton	CA	11/2017	12/2020
Ubs Financial Services Inc.	Walnut Creek	CA	12/2020	07/2023
Raymond James & Associates Inc.	Palm Beach Gardens	FL	07/2023	Present

04/2017 → 12/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pleasanton, CA
08/2015 → 04/2017

University Of Arizona

Tucson, AZ
11/2017 → 12/2020

Bank Of America, N.A.

Pleasanton, CA
12/2020 → 07/2023

Ubs Financial Services Inc.

Walnut Creek, CA
07/2023 → Present

Raymond James & Associates Inc.

Palm Beach Gardens, FL

2020-12-15 → 2023-08-11

Ubs Financial Services Inc.

Walnut Creek, CA
2017-09-27 → 2020-12-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pleasanton, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-26

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