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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-09 |
| FL | RA | APPROVED | 2025-05-13 |
Branch Locations
200 Central Avenue Suite 270, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton Investor Services Llc | St. Petersburg | FL | 08/2016 | 03/2017 |
| Franklin Templeton Distributors, Inc. | St. Petersburg | FL | 03/2017 | 06/2018 |
| Carillon Fund Distributors, Inc. | St. Petersburg | FL | 06/2018 | 10/2022 |
| First Trust Portfolios L.P. | Wheaton | IL | 10/2022 | 05/2025 |
| First Trust Advisors L.P. | Wheaton | IL | 10/2022 | 05/2025 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-02 |
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