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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-25 |
| FL | RA | APPROVED | 2018-05-14 |
Branch Locations
301 East Pine Street Suite 1100, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Moors & Cabot, Inc | Winter Park | FL | 02/2012 | 05/2018 |
| Raymond James & Associates, Inc. | Orlando | FL | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-02 |
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