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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-31 |
| CA | RA | APPROVED | 2023-05-23 |
Branch Locations
333 W San Carlos St. Suite 1650, San Jose, CA 95110 • United States
Morgan Hill, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Jose | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 05/2023 |
| Raymond James & Associates, Inc. | San Jose | CA | 05/2023 | Present |
MADRONE PLAZA HOA, NOT INVT RELATED, SAN JOSE, CA, BOARD MEMBER, START DATE 7/1/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS AND REVIEW BUDGET, FINANCIALS AND ARCHITECTURAL IMPROVEMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-19 |
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