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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Middle/Highschool | Kokomo | IN | 11/2014 | 05/2019 |
| A+ Quality Landscaping | Kokomo | IN | 06/2017 | 08/2020 |
| Howard County Surveyor's Office | Kokomo | IN | 05/2021 | 08/2021 |
| Creative Financial Designs | Kokomo | IN | 01/2022 | 01/2023 |
| Indiana University Kokomo | Kokomo | IN | 08/2019 | 05/2024 |
| Community First Investment Group | Kokomo | IN | 06/2024 | 04/2026 |
| Lpl Financial Llc | Kokomo | IN | 06/2024 | 04/2026 |
| Raymond James Financial Services Inc. | Kokomo | IN | 04/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Kokomo | IN | 04/2026 | Present |
| Community First Bank Of Indiana | Kokomo | IN | 06/2024 | 04/2026 |
(1)Name of Business: First Famers Bank & Trust Address: 400 W Sycamore St, Kokomo , IN, 46901, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/20/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial advising with the First Farmers Investment Group.\n (2)Name of Business: First Famers Investment Group Address: 400 W Sycamore St, Kokomo, IN, 46901, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/20/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I will be providing financial advisory support, assisting with client relationships, preparing financial analysis and recommendations, and supporting portfolio management activites.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-23 |
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