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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED_RES | 2020-01-24 |
| FL | RA | APPROVED | 1987-07-17 |
Branch Locations
4345 Commercial Way Lakewood Plaza, Spring Hill, FL 34606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Florida | Tampa | FL | 08/1981 | Present |
| Raymond James & Associates, Inc. | Spring Hill | FL | 09/1986 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-27 |
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