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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Venice | FL | 07/2015 | 05/2022 |
| Stifel Independent Advisors, Llc | Venice | FL | 06/2022 | 05/2026 |
| Raymond James Financial Services Inc. | Venice | FL | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Venice | FL | 05/2026 | Present |
| Green Fairways Wealth Management | Venice | FL | 07/2015 | 05/2026 |
(1)Name of Business: Green Fairways LLC; DBA as Green Fairways Wealth Management Address: 2351 E Venice Ave, Venice, FL, 34292, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/10/2015 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor (2)Name of Business: Stella Properties of Venice, LLC Address: 660 N River Road, Venice, FL, 34293, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/18/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial Real Estate Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-09 |
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