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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-01 |
| SC | RA | APPROVED | 2024-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Carolina - Sumter | Sumter | SC | 09/2016 | 04/2017 |
| Sumter Ymca | Sumter | SC | 05/2017 | 08/2017 |
| Panera Bread | Columbia | SC | 09/2017 | 04/2018 |
| Sumter Ymca | Sumter | SC | 05/2018 | 08/2018 |
| University Of South Carolina | Columbia | SC | 09/2018 | 04/2019 |
| Sumter Ymca | Sumter | SC | 05/2019 | 12/2019 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 03/2020 | 03/2023 |
| Woodmen Financial Services, Inc. | Omaha | NE | 02/2022 | 03/2023 |
| First Citizens Investor Services | Raleigh | NC | 03/2023 | 03/2024 |
| First Citizens Bank | Florence | SC | 03/2023 | 03/2024 |
| Raymond James & Associates | Sumter | SC | 03/2024 | Present |
| Laurence Manning Academy | Manning | SC | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-18 |
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