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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
Branch Locations
360 Concord Street Suite 210, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2015 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2018 | 07/2021 |
| Unemployed | Charlotte | NC | 11/2017 | 11/2018 |
| Robinhood Financial, Llc | Charlotte | NC | 07/2021 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 09/2022 | 07/2026 |
| Raymond James & Associates, Inc. | Charleston | SC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-16 |
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