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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-02 |
Branch Locations
6116 Executive Boulevard Ste. 410, Rockville, MD 20852 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Burlington | VT | 10/2021 | 08/2022 |
| Raymond James Financial Services, Inc. | Burlington | VT | 08/2022 | 02/2026 |
| Special Olympics Vermont | South Burlington | VT | 10/2020 | 10/2021 |
| Essex Parks And Recreation | Essex Junction | VT | 08/2019 | 10/2020 |
| Castleton University Dept. Of Health, Human Movement, & Sport | Castleton | VT | 08/2017 | 05/2019 |
| Castleton University | Castleton | VT | 08/2015 | 05/2017 |
| Raymond James Financial Services Advisors, Inc | Burlington | VT | 06/2023 | 02/2026 |
| Kestra Investment Services, Llc | Rockville | MD | 06/2026 | Present |
| Kestra Advisory Services, Llc | Rockville | MD | 06/2026 | Present |
| Unemployed | Essex Junction | VT | 02/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-22 |
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