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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-24 |
| NY | RA | APPROVED | 2026-03-24 |
Branch Locations
Three Pickwick Plaza 4Th Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Hastings On Hudson | NY | 12/2024 | 09/2025 |
| Slice Of Scarsdale | Scarsdale | NY | 12/2020 | 12/2024 |
| Orange Bank And Trust Company | Mount Vernon | NY | 05/2023 | 08/2023 |
| Ubs Financial Services, Inc | Philadelphia | PA | 10/2025 | 03/2026 |
| Marist College | Poughkeepsie | NY | 08/2020 | 05/2024 |
| Tuckahoe Middle School | Eastchester | NY | 09/2014 | 06/2016 |
| Tuckahoe High School | Eastchester | NY | 09/2016 | 06/2020 |
| Raymond James & Associates, Inc. | Greenwich | CT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-19 |
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