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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-07 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Florida | Tampa | FL | 08/2015 | 12/2018 |
| One Source Advisory | Tampa | FL | 11/2017 | 12/2018 |
| Ubs Financial Services Inc. | Charlotte | NC | 07/2019 | 11/2019 |
| Unemployed | Melbourne | FL | 12/2018 | 06/2019 |
| Ubs Financial Services Inc. | Charlotte | NC | 06/2020 | 07/2025 |
| Unemployed | Charlotte | NC | 12/2019 | 05/2020 |
| Raymond James Financial Services, Inc. | Charlotte | NC | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Charlotte | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-01 |
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