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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| TN | RA | APPROVED | 2026-03-13 |
| AL | RA | APPROVED | 2017-03-20 |
Branch Locations
Huntsville, AL • United States
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: 03/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member (2)Name of Business: BKFK Farms Address: 2228 Governors Bend Road, Huntsville, AL, 35801, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/07/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will own this farm with my wife. My administrative duties will consist of negotiating with surrounding farmers for hay sales. (3)Name of Business: FBW LLC Address: 2228 Governors Bend Road, Huntsville, AL, 35801, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 03/16/2009 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 a 1/3 owner of an LLC that owns a small piece of property. The property is a paid for piece of timberland
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-31 |
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