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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Quantico | VA | 11/2007 | 05/2020 |
| First Command Brokerage Services, Inc | Oceanside | CA | 05/2020 | 08/2022 |
| First Command Advisory Services | Oceanside | CA | 06/2021 | 08/2022 |
| J.P. Morgan Securities Llc | Vista | CA | 11/2022 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Vista | CA | 11/2022 | 12/2024 |
| University Of Maryland Global Campus | Oceanside | CA | 01/2014 | 12/2025 |
| University Of Maryland Global Campus | Oceanside | CA | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Lebanon | TN | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Lebanon | TN | 08/2026 | Present |
| Wbt Wealth Management | Lebanon | TN | 08/2026 | Present |
| Wilson Bank & Trust | Lebanon | TN | 08/2026 | Present |
WBT Wealth Management Investment related Lebanon, TN Financial Institution/Bank Registered Bank Associate start date: 08/2026 160 hrs per month 130 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-14 |
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