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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-27 |
Branch Locations
880 Carillon Parkway, Saint 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 |
|---|---|---|---|---|
| Automated Trading Desk Financial | Mt Pleasant | SC | 05/2009 | 09/2016 |
| Citigroup Global Markets Inc. | New York | NY | 05/2009 | 09/2016 |
| Stifel Nicolaus & Co Inc | Charleston | SC | 11/2017 | 04/2022 |
| Retired | Mount Pleasant | SC | 10/2016 | 11/2017 |
| Raymond James & Associates, Inc. | Mount Pleasant | SC | 04/2022 | 12/2025 |
| Raymond James Financial Services, Inc. | Mount Pleasant | SC | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Mount Pleasant | SC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-22 |
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