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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-24 |
Branch Locations
Garden City, NY • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason Investor Services, Llc | Lake Wylie | SC | 12/2005 | 07/2020 |
| Legg Mason & Co Llc. | Garden City | NY | 12/2005 | 07/2020 |
| Unemployment | Garden City | NY | 07/2020 | 07/2021 |
| Next Retirement Solutions | Garden City | NY | 03/2022 | 08/2022 |
| Concurrent Advisors | Garden City | NY | 07/2021 | 07/2022 |
| Raymond James Financial Service, Inc | Louisville | KY | 07/2021 | 05/2022 |
| Raymond James Financial Service Advisor, Inc | Louisville | KY | 07/2021 | 09/2021 |
| Fidelity Investments | Garden City | NY | 08/2022 | 06/2023 |
| Raymond James & Associates, Inc. | Garden City | NY | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-28 |
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