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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-29 |
Branch Locations
880 Carillon Parkway, St Petersburg, FL 33716 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-17 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst And Young Investment Advisers Llp. | Tampa | FL | 02/2016 | 09/2016 |
| Aon Universe | Orlando | FL | 10/2016 | 11/2016 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 08/2017 | 12/2017 |
| S.L. Ferguson Wms | Tampa | FL | 11/2016 | 07/2017 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 09/2017 | 12/2017 |
| Raymond James & Associates Inc | St Petersburg | FL | 12/2017 | Present |
| Mindful Money Management | Tampa | FL | 06/2019 | Present |
| Raymond James Financial Services Advisors Inc. | St Petersburg | FL | 03/2022 | Present |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-02 |
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