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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
Branch Locations
582 Beachland Blvd. Suite 200, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co., Inc. | Tampa | FL | 01/2018 | 04/2022 |
| Champions World Resort | Kissimmee | FL | 05/2017 | 08/2017 |
| Marriott International Inc | Bethesda | MD | 07/2013 | 02/2017 |
| Gold's Gym | Dundalk | MD | 05/2015 | 06/2016 |
| Baltimore County | Towson | MD | 09/2008 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Tampa | FL | 04/2022 | 03/2023 |
| Cleveland Clinic | Vero Beach | FL | 06/2023 | 08/2023 |
| Charles Schwab | Vero Beach | FL | 10/2023 | 11/2023 |
| Raymond James & Associates, Inc | Vero Beach | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
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