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Michael J. Begley

CARILLON FUND DISTRIBUTORS
St. Petersburg, FL 33716
CRD#: 4482668
Some features on this profile are disabled
MB
Michael James BegleyCARILLON FUND DISTRIBUTORS

Professional summary

Michael James Begley, who also goes by Michael J. Begley Jr., Michael James Begley Jr, Michael James Begley Jr., is a registered financial professional currently at CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2002. Michael has worked at 14 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michael J. Begley Jr. | Michael James Begley Jr | Michael James Begley Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael James Begley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 22, 2026 - Present

CARILLON FUND DISTRIBUTORS, INC.

Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716
BD
CRD#: 139749
St. Petersburg, FL
Past

September 24, 2025 - April 23, 2026

GRANT WILLIAMS L.P.

BD
CRD#: 45961
PHILADELPHIA, PA
Past

October 30, 2019 - October 4, 2023

ASSETMARK, INC.

RIA
CRD#: 109018
LONGMEADOW, MA
Past

October 1, 2019 - October 4, 2023

ASSETMARK BROKERAGE, LLC

BD
CRD#: 169804
CONCORD, CA
Past

August 1, 2019 - August 27, 2019

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 126052
LONGMEADOW, MA
Past

September 11, 2015 - March 4, 2019

SEI INVESTMENTS MANAGEMENT CORP

RIA
CRD#: 105146
LONGMEADOW, MA
Past

September 11, 2015 - March 4, 2019

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

April 8, 2013 - September 15, 2015

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
FRANKLIN, TN
Past

April 9, 2012 - September 15, 2015

CURIAN CLEARING, LLC

BD
CRD#: 132938
FRANKLIN, TN
Past

March 18, 2010 - March 29, 2012

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
ST LOUIS, MO
Past

November 1, 2007 - February 26, 2009

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

August 6, 2004 - October 12, 2007

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

March 11, 2003 - April 20, 2004

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

January 11, 2002 - March 11, 2003

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(5/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/7/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/24/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/10/2002
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CARILLON FUND DISTRIBUTORS, INC.
CARILLON FUND DISTRIBUTORS, INC. | HERITAGE FUND DISTRIBUTORS INC. | EAGLE FUND DISTRIBUTORS, INC.

CRD#: 139749 / SEC#: , 8-67244

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
880 Carillon Parkway, St. Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St. Petersburg, FL 33716
Phone number
(727) 567-8143
Established
Florida since 05/12/2005
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
EAGLE ASSET MANAGEMENT INCPARENT COMPANY110653
EDWARDS, CHARLES MICHAELDIRECTOR5342028
GEORGIEV, TSVETELINA ELKOVACCO5130225
GERVAIS, BRYAN LCFO, PRINCIPAL FINANCIAL OFFICER / FINOP, DIRECTOR5286391
LILLIAN, JORDAN ALEXANDERCEO, PRESIDENT, DIRECTOR5444726
SOUSA, DAMIAN DANIELDIRECTOR2061882
WALZER, SUSAN LAVELLEDIRECTOR2976646

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CARILLON FUND DISTRIBUTORS, INC.

CRD#: 139749St. Petersburg, FL 33716

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