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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| AK | RA | APPROVED | 2025-04-07 |
Branch Locations
188 W Northern Lights Blvd. Suite 1210, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anchorage | AK | 03/2017 | 09/2020 |
| United States Army | Anchorage | AK | 05/2009 | 03/2017 |
| Bank Of America, N.A. | Anchorage | AK | 08/2017 | 09/2020 |
| Key Investment Services Llc | Brooklyn | OH | 11/2022 | 04/2025 |
| Keybank | Anchorage | AK | 09/2020 | 04/2025 |
| Raymond James & Associates, Inc. | Anchorage | AK | 04/2025 | Present |
Anchorage Opera - Anchorage, AK, Arts organization, Board Member, devote approx 3 hrs per month, none during business/trading hrs. American Legion - Veteran's Service organization, Board member, devote approx 5 hrs per month, none during business hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
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