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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-14
FL RA APPROVED 2026-03-31
  • TX RA
    APPROVED
    Since 2026-04-14
  • FL RA
    APPROVED
    Since 2026-03-31

Branch Locations

449 Central Ave Ste 205, St. Petersburg, FL 33701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-14
S65 Uniform Investment Adviser Law Examination 2018-05-19
  • S63 Uniform Securities Agent State Law Examination
    2021-01-14
  • S65 Uniform Investment Adviser Law Examination
    2018-05-19

View on SEC IAPD

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