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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-11-03 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Gilbert, AZ • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-07-29 |
Branch Locations
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Phoenix | AZ | 08/2016 | 06/2017 |
| Unemployed | Gilbert | AZ | 06/2017 | 10/2017 |
| Raymond James Financial Services, Inc. | Gilbert | AZ | 10/2017 | Present |
| Trustee/Successor Trustee | Gilbert | AZ | 06/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Gilbert | AZ | 07/2019 | Present |
| Raymond James & Associates, Inc. | Gilbert | AZ | 10/2021 | Present |
| Not Provided | Mesa | AZ | 11/2024 | 01/2025 |
| Degart Global | Gilbert | AZ | 01/2025 | Present |
(1)Name of Business: Degart Global Address: 1360 S Longspur Ln, Gilbert, AZ, 85296, United States Activity Type: Part-Time Activity/Employment Position/Title: Consulting Investment Related: No Start Date: 01/17/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be engaged in document editing and assisting with travel planning as part of this outside business activity. This role primarily is administrative involving reviewing, editing and proofreading various written content to enhance clarity, accuracy and coherence. The activity is strictly limited to editing pre-existing materials and does not involve creating original content. The work is going to be conducted outside of my regular work and will be done from my residence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-11 |
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