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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-07-21
  • FL RA
    APPROVED
    Since 2020-07-21

Branch Locations

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-09-05
  • FL RA
    APPROVED
    Since 2019-09-05

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Tampa FL 05/2017 08/2019
Lpl Financial Charlotte NC 10/2015 05/2017
Raymond James & Associates Saint Petersburg FL 08/2019 Present
Raymond James Financial Services, Inc St Petersburg FL 06/2020 Present
Raymond James Financial Service Advisors St Petersburg FL 06/2020 Present
  • 05/2017 → 08/2019
    Tampa, FL
  • 10/2015 → 05/2017
    Lpl Financial
    Charlotte, NC
  • 08/2019 → Present
    Raymond James & Associates
    Saint Petersburg, FL
  • 06/2020 → Present
    Raymond James Financial Services, Inc
    St Petersburg, FL
  • 06/2020 → Present
    Raymond James Financial Service Advisors
    St Petersburg, FL
Previous Registrations
Other Businesses

(1)Name of Business: Girl Scouts of West Central Florida Address: 4610 Eisenhower Blvd, Tampa, FL, 33634, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 09/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Girl Scout Troop leader- lead, teach, support and empower girls; striving to make the world better through community service and kindness. I am the secondary signer for checks from the girl scout troop account, requires 2 signatures; co-leader and I.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-05
S63 Uniform Securities Agent State Law Examination 2009-05-29
  • S66 Uniform Combined State Law Examination
    2017-09-05
  • S63 Uniform Securities Agent State Law Examination
    2009-05-29
Other Names
  • Casey Elizabeth Bradford
  • Casey Elizabeth Copeland

View on SEC IAPD

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