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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-01-14 |
| TX | RA | APPROVED | 2020-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Darlington | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Darlington | 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: Owner/Proprietor 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: I, along with the three other FAs in our practice, am opening this LLC to hold the lease on our office space and facilitate our transition to RJAS. (2)Name of Business: Cocky Quarters LLC Address: 1638 Jefferson Dr, Florence, SC, 29501, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Using this LLC to buy a home for my son to live in, while a student in college. He will have roommates who pay rent to the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-24 |
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