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200 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-03 |
Branch Locations
200 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Pinellas Park | FL | 08/2017 | 02/2018 |
| Wells Fargo Bank Na | Pinellas Park | FL | 07/2015 | 02/2018 |
| Transamerica Retirement Solutions | St. Petersburg | FL | 02/2018 | 01/2020 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 02/2018 | 01/2020 |
| Raymond James | St Petersburg | FL | 01/2020 | 01/2025 |
| Webull Advisors | St Petersburg | FL | 06/2025 | Present |
| Unemployed | Parrish | FL | 02/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-30 |
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