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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
| IN | RA | APPROVED | 2026-05-05 |
Branch Locations
201 Main Street Suite 605, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Securities Corporation | Zionsville | IN | 04/2004 | 02/2017 |
| Clubfitness / One More Gym | Kokomo | IN | 05/2012 | 09/2019 |
| Stifel, Nicolaus & Company, Incorporated | Lafayette | IN | 02/2017 | 05/2026 |
| Raymond James & Associates, Inc | Lafayette | IN | 05/2026 | Present |
1. Notary Public, State of Indiana; 588 N 1100 E, Greentown, IN 46936; Notarize Documents; 11/19/2004;2 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-01 |
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