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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-06-26 |
Branch Locations
530 Stephenson Avenue Suite 100, Savannah, GA 31405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 08/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 06/2020 |
| Raymond James & Associates, Inc | Savannah | GA | 06/2020 | Present |
FINRA; INV RELATED; BOCA RATON, FL; FINRA DISPUTE RESOLUTION; ARBITRATOR; START 7/1995; 2-3 CASES YEAR. ZEIDERS ENTERPRISES, INV RELATED, SAVANNAH, GA, CONTRACTED FINANCIAL CONSULTANT, START 7/21/2009, 8 HOURS PER MONTH, ZERO DURING TRADING, FINANCIAL PLANNING OVERVIEW TO GROUPS OF MILITARY DOD PERSONNEL AND FAMILIES. STRICTLY LIMITED TO BUDGETING, DEBT, GOVERNMENT THRIFT SAVINGS PLAN, AND PRODUCT DESCRIPTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-21 |
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