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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
| IN | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
2130 W Sycamore Ste 150, Kokomo, IN 46901 • United States
34851 Emerald Coast Parkway Suite 200, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Kokomo | IN | 06/2017 | Present |
| Applegate Elder Law | Carmel | IN | 01/2014 | 06/2017 |
| Iu Robert H. Mckinney School Of Law | Indianapolis | IN | 08/2013 | 05/2017 |
| Raymond James & Associates, Inc. | Carmel | IN | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-07 |
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