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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-06 |
| AL | RA | APPROVED | 2017-03-17 |
| TX | RA | APPROVED | 2017-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Huntsville | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 11/2016 | 03/2017 |
| Raymond James & Associates | Huntsville | AL | 03/2017 | Present |
(1)Name of Business: 601 Madison street LLC Address: 601 Madison Street, Huntsville, AL, 35801, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/13/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am Managing Member (2)Name of Business: Airport Road Partners LLC Address: 130 Walker Avenue, Huntsville, AL, 35801, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 12/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Millhouse Properties LLC Address: 130 Walker Avenue, Huntsville, AL, 35801, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/30/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co owner of rental properties (4)Name of Business: Pinnacle Ridge Association, Inc Address: 8 Waterleaf Drive, Glenville, NC, 28736, United States Activity Type: Non profit Position/Title: Board Member, Officer - President, Subcommittee Member Investment Related: No Start Date: 01/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on the Board (5)Name of Business: Whitesburg Drive Partners Address: 130 Walker Avenue, Huntsville, AL, 35801-4739, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 12/28/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-21 |
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