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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-14 |
Branch Locations
880 Carillon Parkway, St Petersburg, FL 33716 • United States
Riverview, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-08 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Riverview, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Tampa | FL | 01/2014 | 07/2017 |
| Morgan Stanley | Tampa | FL | 04/2018 | 03/2020 |
| Unemployed | Riverview | FL | 07/2017 | 04/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | 03/2020 |
| Raymond James & Associates, Inc. | St Petersburg | FL | 03/2022 | Present |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | St Petersburg | FL | 03/2022 | Present |
| Unemployed | Riverview | FL | 04/2020 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-21 |
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