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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-11 |
Branch Locations
877 Executive Center Drive West, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 07/2015 | 04/2018 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 05/2018 | 06/2026 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 08/2018 | 06/2026 |
| Osaic Wealth Inc. | Scottsdale | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-26 |
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