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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mussel Beach | Delray Beach | FL | 06/2016 | 09/2020 |
| Unemployed | Boca Raton | FL | 10/2020 | 02/2022 |
| The Monaco Group | Boca Raton | FL | 11/2017 | 01/2018 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2022 | 04/2023 |
| Jpmorgan Chase Bank, N.A. | Deerfield Beach | FL | 05/2023 | 12/2023 |
| J.P. Morgan Securities Llc | Deerfield Beach | FL | 05/2023 | 12/2023 |
| Truist Investment Services, Inc | Delray Beach | FL | 12/2023 | 02/2026 |
| Truist Advisory Services, Inc | Delray Beach | FL | 12/2023 | 02/2026 |
| Raymond James Financial Services, Inc. | Daytona Beach | FL | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Daytona Beach | FL | 04/2026 | Present |
| Florida Atlantic University | Boca Raton | FL | 08/2017 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Jacksonville | FL | 03/2022 | 04/2023 |
(1)Name of Business: Agility Wealth Management Address: 110 Orange Ave, Daytona Beach, FL, 32114, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Management.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-25 |
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