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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| FL | RA | APPROVED | 2025-05-02 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chestnut Hill Realty | Boston | MA | 01/2016 | 05/2018 |
| Amcs | Charleston | SC | 05/2018 | 05/2019 |
| National Development | Boston | MA | 07/2019 | 06/2022 |
| Fidelity Investments | Smithfield | RI | 06/2022 | 10/2023 |
| Oak Square Ymca | Boston | MA | 07/2019 | 02/2022 |
| Marriott | Newport | RI | 07/2021 | 04/2022 |
| Charles River Aquatics | Boston | MA | 01/2017 | 01/2017 |
| Raymond James Financial Services | Saint Petersburg | FL | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Saint Petersburg | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-23 |
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