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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-11 |
Branch Locations
889 Ridge Lake Blvd , Memphis, TN 38120 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Street Advisors Llc | Newport Beach | CA | 06/2016 | 06/2021 |
| Scotia Capital (Usa) Inc. | Austin | TX | 07/2021 | 10/2023 |
| J.P. Morgan Securities Llc | Austin | TX | 08/2024 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 08/2024 | 11/2024 |
| Green Street Trading, Llc | Austin | TX | 06/2016 | 11/2019 |
| Scotiabank | Austin | TX | 07/2021 | 10/2023 |
| Unemployed | Austin | TX | 11/2023 | 07/2024 |
| Raymond James & Associates, Inc | Memphis | TN | 07/2026 | Present |
| Sabbatical | Austin | TX | 12/2024 | 07/2025 |
| Church Health | Memphis | TN | 08/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-15 |
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