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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-24 |
Branch Locations
360 Concord Street Suite 210, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc | Charlotte | NC | 11/2023 | 08/2025 |
| The University Of Alabama | Tuscaloosa | AL | 08/2019 | 05/2023 |
| Raymond James | Charleston | SC | 12/2022 | 01/2023 |
| America's Mart | Atlanta | GA | 06/2021 | 07/2021 |
| Ashley Hall School | Charleston | SC | 08/2015 | 05/2019 |
| Lori + Lulu | Charleston | SC | 01/2019 | 05/2019 |
| Two Cumberland | Charleston | SC | 05/2019 | 07/2020 |
| Madison Mathews | Charleston | SC | 05/2021 | 07/2021 |
| Unemployed | Charleston | SC | 06/2023 | 10/2023 |
| Raymjond James & Associates, Inc. | Charleston | SC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-03 |
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