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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments/Putnam Retail Management | Boston | MA | 01/2021 | 05/2023 |
| Blackrock | Boston | MA | 07/2019 | 12/2020 |
| Merrill Lynch | Wellesley | MA | 06/2018 | 08/2018 |
| Merrill Lynch | Wellesley | MA | 06/2017 | 08/2017 |
| Ups | Brockton | MA | 11/2016 | 12/2016 |
| Unemployed | Scituate | MA | 09/2016 | 11/2016 |
| Unemployed | Scituate | MA | 01/2017 | 05/2017 |
| Unemployed | Scituate | MA | 09/2017 | 05/2018 |
| Unemployed | Scituate | MA | 09/2018 | 06/2019 |
| Raymond James & Associates, Inc. | Boston | MA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-24 |
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