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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-14 |
| GA | RA | APPROVED | 2024-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Macon | GA | 09/2023 | Present |
| Bankunited | Atlanta | GA | 08/2022 | 09/2023 |
| Cibc Bank | Atlanta | GA | 01/2022 | 08/2022 |
| Atlantic Capital Bank | Atlanta | GA | 05/2021 | 01/2022 |
| Pnc Bank | Atlanta | GA | 07/2017 | 05/2021 |
| Suntrust | Atlanta | GA | 01/2015 | 07/2017 |
(1)Name of Business: Darlington School Alumni Council Address: 1014 Cave Spring Rd SW, Rome, GA, 30161, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 08/29/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on the Alumni Board of my high school and assist in coordinating events such as alumni weekend, career day, class reunions, and senior transition to college weekend.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-14 |
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