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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-06-20 |
| ID | RA | APPROVED | 2023-05-05 |
Branch Locations
950 W Bannock St Suite 700, Boise, ID 83702 • United States
Henderson, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buffalo Wild Wings | Boise | ID | 08/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith | Boise | ID | 10/2016 | 11/2018 |
| Wells Fargo Clearing Services Llc | San Antonio | TX | 12/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 03/2019 | 05/2023 |
| Raymond James & Associates, Inc. | Boise | ID | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-24 |
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