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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Puntacana International School | Punta Cana | 08/2005 | 05/2019 | |
| Transformative Media | Boston | MA | 06/2021 | 08/2021 |
| Transformative Media | Boston | MA | 08/2021 | 12/2021 |
| Compass Group | Miami | FL | 06/2022 | 08/2022 |
| Babson College | Wellesley | MA | 08/2019 | 05/2023 |
| Cg Compass (Usa) Llc | Miami | FL | 07/2023 | 07/2024 |
| Raymond James & Associates, Inc | Miami | FL | 06/2025 | Present |
| Georgetown University | Washington | DC | 08/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
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