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780 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-04 |
Branch Locations
780 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 06/1987 | 10/2025 |
| Eagle Asset Management | St. Petersburg | FL | 06/1987 | Present |
| Carillon Fund Distributors, Inc | Saint Petersburg | FL | 10/2025 | Present |
(1) Name of Business: EAST OF ASPEN, LLC Address: 856 Beach Dr NE, St Petersburg, FL, 33701, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 09/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% Owner/ Single Partner in LLC (2) Name of Business: West of Aspen LLC Address: 856 Beach Dr NE, St Petersburg, FL, 33701, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/10/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental activity for second Home. May use a rental and mgmt. service to rent unit in Winter Seasons
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-23 |
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