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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-23 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Parrish, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services Corporation | Boston | MA | 02/1989 | 06/2017 |
| Fidelity Brokerage Services | Boston | MA | 07/2009 | 06/2017 |
| Raymond James & Assocaites, Inc | St. Petersburg | FL | 10/2018 | Present |
| Unemployed | Bradenton | FL | 07/2017 | 10/2018 |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-20 |
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