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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-25 |
| NC | RA | APPROVED | 2021-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Charlotte | NC | 08/2019 | 12/2020 |
| Northwestern Mutual | Columbia | SC | 05/2017 | 08/2017 |
| Sadik And Associates | Columbia | SC | 07/2017 | 08/2019 |
| Raymond James | Atlanta | GA | 05/2018 | 08/2018 |
| University Of South Carolina | Columbia | SC | 08/2015 | 05/2019 |
| Raymond James Associates | Tampa | FL | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-11 |
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