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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-24 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-24 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2016 | 01/2017 |
| Tiaa | Charlotte | NC | 09/2016 | 01/2017 |
| American Retirement Counselors | Greensboro | NC | 01/2015 | 09/2016 |
| Lpl Financial Llc | Fort Mill | SC | 05/2017 | 08/2023 |
| American Retirement Counselors | Greensboro | NC | 01/2017 | 05/2017 |
| Raymond James Financial Services, Inc | Houston | TX | 08/2023 | Present |
| Raymond James & Associates, Inc | Houston | TX | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Houston | TX | 08/2023 | Present |
(1)Name of Business: Address: 5801 Winsome Lane Unit 302, Houston, TX, 77057, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/07/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent my property at 938 St. Nicholas Avenue #62 New York NY 10032 to a tenant using a long term lease.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-20 |
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