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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amity Regional High School | Orange | CT | 09/2016 | 06/2020 |
| University Of Connecticut | North Haven | CT | 08/2020 | 05/2024 |
| Raymond James Financial Services, Inc. | North Haven | CT | 07/2024 | Present |
| Long View Investments Llc | North Haven | CT | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc | North Haven | CT | 07/2025 | Present |
Long View Investments LLC Not investment related North Haven, CT DBA/Support Company Advisor. 7/2024 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-04 |
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