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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
Fort Myers, FL • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-22 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Capital Corp | New York | NY | 08/2016 | 08/2017 |
| The Benchmark Company | New York | NY | 08/2017 | 05/2018 |
| Suncoast Credit Union | Tampa | FL | 03/2020 | 08/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2020 | 06/2022 |
| Unemployed | Fort Myers | FL | 05/2018 | 01/2019 |
| Lee County Domestic Animal Services | Fort Myers | FL | 01/2019 | 03/2019 |
| Unemployed | Fort Myers | FL | 03/2019 | 09/2019 |
| Marriot Sanibel Harbour Resort | Fort Myers | FL | 09/2019 | 12/2019 |
| Raymond James Financial Services, Inc. | St.PEtersburg | FL | 08/2022 | Present |
| Raymond James & Associates, Inc. | St.PEtersburg | FL | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc | St.PEtersburg | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-10 |
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