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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-04 |
| FL | RA | APPROVED | 2023-09-21 |
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 | Tampa | FL | 07/2022 | 08/2023 |
| Karco Engineering | Adelanto | CA | 05/2015 | 09/2016 |
| Cal State San Bernardino | San Bernardino | CA | 09/2016 | 12/2019 |
| Oak Arbor Insurance Solutions | Redlands | CA | 03/2017 | 07/2017 |
| Retiring America | Redlands | CA | 10/2017 | 09/2018 |
| Amazon | San Bernardino | CA | 10/2018 | 01/2019 |
| Unemployed | Victorville | CA | 01/2019 | 03/2019 |
| Dunlap Diversified Llc | St.PEtersburg | FL | 03/2019 | 04/2022 |
| Applus Idiada Karco | Adelanto | CA | 07/2020 | 01/2021 |
| Raymond James & Associates, Inc. | Saint Petersburg | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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