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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-28 |
Branch Locations
Clearwater, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
1100 Ridgeway Loop Road, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2021 | 11/2021 |
| Home City Ice | Wyoming | MI | 02/2019 | 07/2021 |
| Ludington Beverage | Ludington | MI | 04/2018 | 08/2018 |
| Uacj- Whitehall Industries | Ludington | MI | 01/2017 | 08/2017 |
| Grand Valley State University | Allendale | MI | 07/2018 | 10/2021 |
| Davenport University | Caledonia | MI | 07/2017 | 06/2018 |
| Mason County Central Schools | Scottville | MI | 10/2011 | 06/2017 |
| Borema-Hamm Agency | Fountain | MI | 11/2021 | 06/2023 |
| Cetera Advisor Networks | El Segundo | CA | 10/2022 | 06/2023 |
| Lincoln Investment | Fort Washington | PA | 06/2023 | 03/2024 |
| Capital Analysts | Fort Washington | PA | 06/2023 | 03/2024 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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