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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-21 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Queen Creek, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2017 | 07/2018 |
| Neodent | Andover | MA | 01/2016 | 04/2017 |
| John Hancock | Tempe | AZ | 07/2018 | 11/2023 |
| John Hancock Funds, Inc. | Boston | MA | 07/2018 | 11/2023 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 11/2023 |
| Raymond James & Associates, Inc | Queen Creek | AZ | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-17 |
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