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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-24 |
Branch Locations
250 Royal Palm Way Suite 200, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | West Palm Beach | FL | 04/2015 | 09/2016 |
| Morgan Stanley | West Palm Beach | FL | 09/2016 | 07/2026 |
| Raymond James And Associates, Inc. | Palm Beach | FL | 07/2026 | Present |
1. JACQUELINE HOUSTON EQUINE APPRAISALS; NOT INVESTMENT REALTED;BOCA RATON FL;START 0/01/2014; 0 HOURS PER MONTH/0 DURING TRADING; DETERMINE OF EQUINES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-26 |
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