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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Florence | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Florence | SC | 11/2016 | 01/2020 |
| Raymond James & Associates, Inc | Florence | SC | 01/2020 | Present |
| Cap Real Estate Holdings | Florence | SC | 12/2025 | Present |
(1)Name of Business: 418 Laurel Hill Lane Address: 910 Santee Dr, Florence, SC, 29501, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/14/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife own's one rental property in the Columbia SC area. The home is in my wife's name as she lived in the house before we were married. (2)Name of Business: All Saints Episcopal Day School Address: 1425 Cherokee Rd, Florence, SC, 29501, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 08/02/2021 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 will be a member and Treasurer of the School Board that oversees operations at the school (3)Name of Business: Killareny Properties Address: 910 Santee Dr, Florence , SC, 29501, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Rental Home (4)Name of Business: Killarney Properties LLC Address: 910 Santee Dr, Florence , SC, 29501, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 01/14/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Killarney Properties is a holding company for 1 rental unit. I have a property manager who oversees the management and administration of the properties (5)Name of Business: Sunbelt Management Company LLC Address: 910 Santee Dr, Florence, SC, 29501, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6)Name of Business: Tralee Properties LLC Address: 910 Santee Dr, Florence, SC, 29501, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company (7)Name of Business: Tudor Place Properties LLC Address: 910 Santee Dr, Florence, SC, 29501, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Tudor Place Properties is a holding company for 3 rental units. I have a property manager who oversees the management and administration of the properties (8)Name of Business: Tudor Place Properties LLC Address: 910 SANTEE DR, Florence, SC, 29501-5738, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-22 |
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