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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| WI | RA | APPROVED | 2023-01-26 |
Branch Locations
20800 Swenson Drive Suite 325, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Menomonee Falls | WI | 10/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Menomonee Falls | WI | 11/2016 | 01/2023 |
| Raymond James & Associates | Waukesha | WI | 01/2023 | Present |
| Elm Grove Fire Department | Elm Grove | WI | 08/2016 | Present |
(1)Name of Business: Elm Grove Fire Department Address: 13600 Juneau Blvd, Elm Grove , WI, 53122, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 08/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of fire department
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-01 |
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