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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-08 |
Branch Locations
300 Deschutes Way S.W. Suite 106, Tumwater, WA 98501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Olympia | WA | 09/2021 | 08/2022 |
| Nrsmith And Associates | Olympia | WA | 08/2021 | 09/2021 |
| Unemployed | Olympia | WA | 05/2021 | 08/2021 |
| University Of Missouri Columbia | Columbia | MO | 08/2018 | 05/2021 |
| Weight Watchers | New York | NY | 01/2012 | 07/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2022 | 08/2024 |
| Northwestern Mutual Investment Services Llc | Tacoma | WA | 08/2022 | 08/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | 08/2024 |
| Unemployed | Olympia | WA | 08/2024 | 10/2024 |
| Raymond James Financial Services, Inc. | Tumwater | WA | 10/2024 | Present |
| Keating | Tumwater | WA | 10/2024 | 01/2025 |
| Raymond James Financial Services Advisors, Inc | Tumwater | WA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-05 |
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