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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
| TN | RA | APPROVED | 2023-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | West Palm Beach | FL | 01/2023 | Present |
| Truxio | Memphis | TN | 09/2020 | 06/2022 |
| Indigo Ag | Memphis | TN | 10/2018 | 05/2020 |
| Rubicon Global | Atlanta | GA | 01/2016 | 06/2018 |
| Truxio | Memphis | TN | 07/2022 | 11/2022 |
| Unemployed | Memphis | TN | 12/2022 | 01/2023 |
| Unemployed | Memphis | TN | 06/2020 | 09/2020 |
| Unemployed | Atlanta | GA | 07/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-09 |
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