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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
| FL | RA | APPROVED | 2025-04-04 |
Branch Locations
8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 11/2019 | 09/2021 |
| Bank Of America, N.A. | Seattle | WA | 11/2019 | 09/2021 |
| Branch Banking & Trust (Bb&T) | Winston Salem | NC | 06/2018 | 11/2019 |
| Virginia Military Institute | Lexington | VA | 08/2014 | 05/2018 |
| Ubs Financial Services Inc. | Seattle | WA | 09/2021 | 02/2023 |
| Truist Investment Services Inc. | Tampa | FL | 03/2023 | 03/2025 |
| Truist Advisory Services Inc. | Tampa | FL | 03/2023 | 03/2025 |
| Raymond James & Associates, Inc | Lakewood Ranch | FL | 03/2025 | Present |
(1) Name of Business: Address: 4325 Aegean Drive Unit 250B, Tampa, FL, 33611, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/15/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm renting my property to a tenant and acting as the Landlord.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-19 |
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