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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-22 |
| NY | RA | APPROVED | 2021-06-14 |
| NJ | RA | APPROVED | 2018-11-01 |
Branch Locations
320 Park Avenue Fl 14, New York, NY 10022 • United States
Fair Haven, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth Llc | Boston | MA | 08/2016 | 06/2018 |
| Raymond James & Associates, Inc. | New York | NY | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
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