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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-01-29 |
Branch Locations
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 | 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 |
(1)Name of Business: CAP Real Estate Holdings LLC Address: 1452 W Evans St Ste 100, Florence, SC, 29501-3391, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 02/23/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assuming lease of Raymond James branch location due to conversion to RJAS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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