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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| CO | RA | APPROVED | 2024-09-06 |
Branch Locations
4643 South Ulster Street Suite 1350, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc. | Denver | CO | 05/2024 | Present |
| Capital Design, Inc | Providence | RI | 05/2014 | Present |
| Intelligent Demand | Denver | CO | 08/2018 | 01/2023 |
| Pandora, Inc. | New York | NY | 05/2017 | 12/2017 |
| Solve Media, Inc. | New York | NY | 01/2015 | 05/2017 |
-the name of the other business - Capital Design, Inc. -whether the business is investment-related - No -the address of the other business - 245 Waterman Street, Suite 505, Providence RI 02906 -the nature of the other business - Direct-Mail Promotional Marketing -your position - Non-Active Employee -title, or relationship with the other business - Child of President & CEO -the start date of your relationship - May 2014 -the approximate number of hours/month you devote to the other business - 0 Hrs. -the number of hours you devote to the other business during securities trading hours - 0 Hrs. -and briefly describe your duties relating to the other business - No current or expected future responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
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