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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-04-22 |
| TX | RA | APPROVED_RES | 2022-04-22 |
Branch Locations
1441 Main Street Suite 806, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbia | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 11/2016 | 04/2022 |
| Raymond James Financial Services, Inc. | Columbia | SC | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Columbia | SC | 04/2022 | Present |
| Concurrent Advisors | Columbia | SC | 04/2022 | 03/2023 |
| Not Provided | Columbia | SC | 04/2022 | 03/2023 |
(1)Name of Business: KBBS Investments LLC Address: 274 Furman Farm Place, Daniel Island, SC, 29492, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 08/22/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would be an investor in an LLC which is being created to purchase investment real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
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