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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-26 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2016 | 07/2017 |
| Morgan Stanley | Palm Beach Gardens | FL | 08/2017 | 07/2019 |
| Mercer Global Advisors Inc. | Houston | TX | 07/2019 | 02/2020 |
| Wells Fargo Clearing Services, Llc | Portland | TX | 03/2020 | 05/2022 |
| Raymond James & Associates, Inc. | Henderson | NV | 05/2022 | 12/2025 |
| Raymond James Financial Services, Inc. | Henderson | NV | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Henderson | NV | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-02 |
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