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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 | 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 |
|---|---|---|---|---|
| Wachovia Bank, N.A/Wells Fargo | Columbia | SC | 05/2002 | 11/2016 |
| Wells Fargo Advisors Llc | Lexington | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lexington | SC | 11/2016 | 04/2022 |
| Concurrent Advisors | Winterhaven | FL | 04/2022 | 03/2023 |
| Vision Wealth Management | Columbia | SC | 04/2022 | Present |
| Raymond James Financial Services, Inc. | Columbia | SC | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Columbia | SC | 04/2022 | Present |
(1) Name of Business: Address: 217 Oak Haven Drive, Lexington, SC, 29072, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own single family rental property located at 133 Oakpointe Drive Lexington SC 29072 and collect rent. (2) Name of Business: MLS Wealth Group LLC Address: 1441 Main Street Suite 806, Columbia , SC, 29201, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/27/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Holding Group for Raymond James Support company. (3) Name of Business: Vision Wealth Advisors Address: 1441 Main Street Suite 806 , Columbia , SC, 29072, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner, Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-18 |
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