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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
| NY | RA | APPROVED | 2026-07-31 |
Branch Locations
401 Hackensack Ave. Suite 803, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Hackensack | NJ | 02/2026 | Present |
| Botkeeper | St. Petersburg | FL | 07/2021 | 02/2026 |
| Duff & Phelps (Kroll) | New York | NY | 10/2020 | 07/2021 |
| Duff & Phelps (Kroll) | New York | NY | 10/2016 | 03/2019 |
| Duff & Phelps (Kroll) | New York | NY | 05/2019 | 09/2019 |
| Deloitte | Princeton | NJ | 09/2014 | 09/2016 |
| Sabbatical | Monroe | NJ | 10/2019 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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