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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-21 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
780 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-09 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • 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 |
|---|---|---|---|---|
| Invest Financial Corp | Citrus Park | FL | 12/2014 | 02/2018 |
| Mda Ventures Inc | Sarasota | FL | 11/2012 | 12/2020 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 01/2022 | Present |
| Carillon Tower Advisers, Inc. | St. Petersburg | FL | 12/2018 | Present |
| Carillon Fund Distributors | St Petersburg | FL | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-22 |
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