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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-28 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
1100 Ridgeway Loop Road, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sth Windows & Doors | Tampa | FL | 05/2023 | 08/2023 |
| Chipotle Mexican Grill | Tallahassee | FL | 09/2021 | 06/2024 |
| Stone Medic | Tampa | FL | 05/2020 | 08/2021 |
| Unemployed | Tampa | FL | 06/2013 | 12/2019 |
| Nylo Capital Inc | Fort Mill | SC | 12/2020 | 06/2024 |
| Fidelity Investments | Jacksonville | FL | 06/2024 | 03/2025 |
| Cutco Cutlery | Tampa | FL | 12/2019 | 04/2020 |
| Raymond James & Associates, Inc | Saint Petersburg | FL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-24 |
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