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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-30 |
| SC | RA | APPROVED | 2019-01-11 |
Branch Locations
101 Falls Park Drive Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenville | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | 01/2019 |
| Raymond James & Associates, Inc. | Greenville | SC | 01/2019 | Present |
(1)Name of Business: Pinewood Preserves, LLC Address: 108 Brookside Way, Greenville, SC, 29605, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities, this is a hunting property in Waterloo, South Carolina.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-01 |
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