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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
401 E. Sonterra Blvd., #100, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 01/2018 |
| Ameriprise Financial Services, Inc. | San Antonio | TX | 01/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 03/2020 | 07/2025 |
| Raymond James & Associates, Inc | San Antonio | TX | 07/2025 | Present |
Board of Directors; OSMTH; Treasurer General; Rue Jean-Senebier 4, 1205, , Geneva, Switzerland, TX, 78216; Not Investment-Related; 11/30/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-19 |
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