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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-08-16 |
| TX | RA | APPROVED | 2021-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Gadsden | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Gadsden | AL | 11/2016 | 08/2021 |
| Raymond James & Associates, Inc. | Gadsden | AL | 08/2021 | Present |
| City Of Glencoe, Al | Glencoe | AL | 11/2020 | Present |
(1)Name of Business: 4J Holding's LLC Address: 1124 Green Valley Rd, Glencoe , AL, 35905, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a family LLC that holds the land that surrounds my home and one building that is rental property. (2)Name of Business: City of Glencoe, AL Address: 201 Chastain Boulevard West, Glencoe, AL, 35905, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 11/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Downtown Partners, LLC Address: 1124 Green Valley Rd, Glencoe, AL, 35905, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/30/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Impact Properties, LLC Address: 1124 Green Valley Rd, Glencoe , AL, 35905, United States Activity Type: Rental Real Estate Position/Title: Passive investor, Partner Investment Related: Yes Start Date: 05/30/1997 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a 1/3 owner of this LLC and I have very little, if any, responsibility in the day to day operation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-09 |
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