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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-03 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Sarasota, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-04 |
| NJ | RA | APPROVED | 2022-02-03 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Investor | Weehawken | NJ | 09/2009 | 11/2018 |
| Axa Advisors, Llc. | New York | NY | 12/2018 | 03/2020 |
| Jpmorgan Chase Bank | New York | NY | 03/2020 | 06/2021 |
| Jpmorgan Securities | New York | NY | 03/2020 | 06/2021 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 06/2021 | 10/2021 |
| Raymond James & Associates, Inc. | Boca Raton | FL | 01/2022 | Present |
| Raymond James Financial Services, Inc | Boca Raton | FL | 03/2022 | Present |
| Raymond James Financial Service Advisors, Inc | Boca Raton | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-17 |
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