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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| FL | RA | APPROVED | 2005-04-08 |
Branch Locations
3399 Pga Blvd. Suite 200, Palm Beach Gardens, FL 33410 • 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 |
|---|---|---|---|---|
| Saga Corporation Ed. Division | Belmont | NC | 10/1983 | Present |
| Sole Proprietor | North Palm Beach | FL | 01/1994 | Present |
| Raymond James & Associates, Inc. | Palm Beach Gardens | FL | 03/2005 | Present |
| Raymond James & Associates, Inc. | Jupiter | FL | 02/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-15 |
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