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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-06-07 |
| KY | RA | APPROVED | 2023-06-07 |
Branch Locations
4969 Us Hwy 42 Suite 1600, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Louisville | KY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Louisville | KY | 11/2016 | 10/2020 |
| Morgan Stanley | Louisville | KY | 11/2020 | 04/2023 |
| Raymond James & Associates, Inc | Louisville | KY | 05/2023 | Present |
| Mary Kay Cosmetics | Greenville | IN | 05/2018 | Present |
(1)Name of Business: Mary Kay Cosmetics Address: 1000 Frontier Trail, Greenville, IN, 47124, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 05/01/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent Beauty Consultant with Mary Kay Cosmetics. Selling cosmetics and skin care to customers out of my home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-18 |
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