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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-05 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Safety Harbor, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-30 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Safety Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 06/2013 | 08/2018 |
| Usaa Financial Planning Services | Tampa | FL | 06/2013 | 01/2018 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 08/2018 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 08/2018 | Present |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 08/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 08/2018 | Present |
(1) Name of Business: Address: 3644 Enterprise Rd East, Safety Harbor, FL, 34695, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/16/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My spouse and I jointly own a home that we will be renting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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