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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-05 |
| AZ | RA | APPROVED | 2017-06-15 |
Branch Locations
5285 East Williams Circle Suite 5500, Tucson, AZ 85711 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucson | AZ | 08/2008 | 06/2017 |
| Bank Of America, Na | Tucson | AZ | 01/2010 | 06/2017 |
| Raymond James And Associates | Tuscon | AZ | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-13 |
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