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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-16 |
| FL | RA | APPROVED | 2019-10-18 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2015 | 04/2017 |
| Questar Asset Management | Minneapolis | MN | 09/2015 | 04/2017 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 09/2015 | 04/2017 |
| Uber | Chicago | IL | 05/2017 | Present |
| Lyft | Chicago | IL | 05/2017 | Present |
| Summit Financial Group Inc | Boca Raton | FL | 06/2017 | 09/2019 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 06/2017 | 09/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2017 | 09/2019 |
| Raymond James And Associates, Inc | Chicago | IL | 10/2019 | Present |
Rideshare driver for UBER & LYFT. Began 5/2017, not investment related, 20 hours per month, activity not conducted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-29 |
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