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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake Mary | FL | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Mary | FL | 05/2026 | Present |
| Bank Of New York Mellon | Lake Mary | FL | 03/2026 | 04/2026 |
| Unemployed | Orlando | FL | 04/2025 | 05/2025 |
| Unemployed | Orlando | FL | 12/2025 | 03/2026 |
| Valencia Community College | Orlando | FL | 05/2021 | 07/2021 |
| Unemployed | Orlando | FL | 08/2019 | 05/2021 |
| University Of Central Florida | Orlando | FL | 08/2021 | 08/2024 |
| Olympia High School | Orlando | FL | 08/2015 | 05/2019 |
| University Of South Florida | Tampa | FL | 05/2019 | 08/2019 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2024 | 03/2025 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 05/2025 | 08/2025 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 05/2025 | 11/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 05/2025 | 11/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 08/2025 | 11/2025 |
(1)Name of Business: Addition Financial Address: 1000 Primera Blvd Entrance, Lake Mary, FL, 32746, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/04/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Junior FA (2)Name of Business: Addition Financial Wealth Management Address: 1000 Primera Blvd Entrance , Lake Mary , FL, 32746, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/04/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Jr FA (3)Name of Business: United States Army Reserves Address: 9500 Armed Forces Reserve Dr, Orlando, FL, 32827, United States Activity Type: Military Position/Title: Investment Related: No Start Date: 08/06/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-08 |
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