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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-10 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 04/2018 | 12/2021 |
| Babson College | Wellsley | MA | 08/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellsley Hills | MA | 06/2017 | 08/2017 |
| Alliancebernstein Investments, Inc. | Nashville | TN | 12/2021 | 09/2025 |
| Raymond James & Associates Inc. | Saint Petersburg | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-07 |
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