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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-16 |
Branch Locations
1540 W Causeway Approach, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Metairie | LA | 07/1998 | 01/2025 |
| Raymond James & Associates, Inc | Mandeville | LA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-21 |
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