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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
| FL | RA | APPROVED | 2026-03-31 |
Branch Locations
449 Central Ave Ste 205, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Clearwater | FL | 10/2012 | 03/2021 |
| Bankers Life Securities, Inc. | Clearwater | FL | 05/2016 | 03/2021 |
| Massmutual Life Insurance Co | Tampa | FL | 03/2021 | 01/2026 |
| Mml Investors Services, Llc | Tampa | FL | 03/2021 | 01/2026 |
| Bankers Life Advisory Services, Inc | Clearwater | FL | 05/2018 | 03/2021 |
| Raymond James Financial Services, Inc. | Saint Petersburg | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Saint Petersburg | FL | 03/2026 | Present |
(1)Name of Business: Address: 3617 1st ave south, Saint Petersburg, FL, 33711, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I SELL MEDICARE PRODUCTS TO CLIENTS FOR THEIR HEALTH INSURANCE.\n (2)Name of Business: Centravest Financial, Inc. Address: 449 Central Ave Ste 205, Saint Petersburg, FL, 33701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/16/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: PROVIDE CLIENTS WITH FINANCIAL ADVISING.\n
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-19 |
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