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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
  • FL RA
    APPROVED
    Since 2026-08-25

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Saint Petersburg FL 08/2024 02/2026
Raymond James & Associates, Inc. Saint Petersburg FL 02/2026 Present
L'OReal Usa Tampa FL 06/2022 08/2024
Cfo Alliance, Inc. Tampa FL 01/2021 06/2022
Unitedbank Charleston SC 08/2019 01/2021
First Citizens State Bank Whitewater WI 12/2018 08/2019
Premier Bank Whitewater WI 05/2016 12/2018
Upwork St. Petersburg FL 10/2025 Present
  • 08/2024 → 02/2026
    Saint Petersburg, FL
  • 02/2026 → Present
    Saint Petersburg, FL
  • 06/2022 → 08/2024
    L'OReal Usa
    Tampa, FL
  • 01/2021 → 06/2022
    Cfo Alliance, Inc.
    Tampa, FL
  • 08/2019 → 01/2021
    Unitedbank
    Charleston, SC
  • 12/2018 → 08/2019
    First Citizens State Bank
    Whitewater, WI
  • 05/2016 → 12/2018
    Premier Bank
    Whitewater, WI
  • 10/2025 → Present
    Upwork
    St. Petersburg, FL
Other Businesses

the name of the other business; No official name, it's just me on Upwork whether the business is investment-related; No the address of the other business; No address the nature of the other business; Excel spreadsheet optimization for individuals/small business your position; contractor (self) title, or relationship with the other business; contractor the start date of your relationship; 07/2025 the approximate number of hours/month you devote to the other business; 0 hours (I do not use it) the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business; fix Excel spreadsheets for those that post on Upwork. I do not provide any business or investment advice, and I am only technical in nature.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-22
  • S66 Uniform Combined State Law Examination
    2026-08-22

View on SEC IAPD

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