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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-06 |
| 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 |
(1)Name of Business: STELLA PROPERTIES OF VENICE LLC Address: 660 N River Road, Venice, FL, 34293, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/09/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: STELLA PROPERTIES OF VENICE LLC WAS ESTABLISHED FOR OUR BUILDING THAT WE OWN AND LEASE TO OUR BUSINESS GREEN FAIRWAYS LLC TO RUN OUR BUSINESS GREEN FAIRWAYS WEALTH MANAGEMENT. I AM PARTNERS WITH MY SPOUSE JAMES TATE SR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-08 |
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