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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
| KY | RA | APPROVED | 2026-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 04/2018 | 02/2026 |
| World Of Beer | Lexington | KY | 10/2017 | 04/2018 |
| Starbucks | Nicholasville | KY | 10/2015 | 12/2017 |
| Bank Of America, N.A. | Lexington | KY | 07/2018 | 02/2026 |
| Raymond James & Associates | Lexington | KY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-13 |
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