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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
| VA | RA | APPROVED | 2025-06-11 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Virginia Beach | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 11/2016 | 06/2025 |
| Raymond James & Associates, Inc | Virginia Beach | VA | 06/2025 | Present |
(1)Name of Business: TACA/Tidewater African Cultural Alliance Address: 200 79th St, Virginia Beach, VA 23451-1927, VA, 23451-1927, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Make sure the finances are in order.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-26 |
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