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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-13 |
| FL | RA | APPROVED | 2025-03-12 |
Branch Locations
St. Petersburg, FL • 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 |
|---|---|---|---|---|
| Rmr Wealth Builders | Teaneck | NJ | 01/2017 | 05/2017 |
| Fairleigh Dickinson University | Teaneck | NJ | 08/2013 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 07/2017 | 06/2020 |
| Mass Mutual | Iselin | NJ | 06/2017 | 07/2017 |
| Bank Of America, N.A. | Bridgewater | NJ | 01/2019 | 06/2020 |
| Fidelity Investments | Morristown | NJ | 06/2020 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 09/2021 | 12/2021 |
| 13 South Group Llc | Teaneck | NJ | 10/2016 | 08/2017 |
| Franklin Distributors, Llc | St. Petersburg | FL | 12/2021 | 10/2023 |
| Neuberger Berman | New York | NY | 10/2023 | 03/2024 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 02/2025 | Present |
| Unemployed | Wimauma | FL | 03/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-02 |
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