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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-24 |
| FL | RA | APPROVED | 2021-04-22 |
Branch Locations
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Tampa | FL | 07/2016 | 03/2017 |
| Raymond James & Associates | St. Petersburg | FL | 03/2017 | 04/2021 |
| Raymond James Financial Services | St Petersburg | FL | 03/2017 | 04/2021 |
| Raymond James Financial Services Advisors, Inc. | Saint Petersburg | FL | 03/2018 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-16 |
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