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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
West Palm Beach, FL • United States
3399 Pga Blvd. Suite 200, Palm Beach Gardens, FL 33410 • United States
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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-26 |
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