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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-13 |
| TX | RA | APPROVED | 2022-09-07 |
Branch Locations
260 Brookstone Centre Parkway, Columbus, GA 31904 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Worth | TX | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 08/2017 |
| Morgan Stanley Smith Barney Llc | Dallas | TX | 08/2017 | 09/2022 |
| Raymond James & Associates, Inc. | Columbus | GA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-30 |
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