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Jeannie Marie Whitlock Gravelle

Raymond James & Associates, Inc.

Columbia, SC

Chapin, SC

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-07-29
  • SC RA
    APPROVED
    Since 2021-07-29

Branch Locations

1230 Main Street, Suite 300, Columbia, SC 29201 • United States

Chapin, SC • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Columbia SC 06/2011 11/2016
Wells Fargo Clearing Services, Llc Columbia SC 11/2016 02/2017
Bb&T Securities Columbia SC 02/2017 07/2021
Truist Investment Services, Inc. Columbia SC 02/2021 07/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 07/2021
Raymond James And Associates, Inc. Columbia SC 07/2021 Present
  • 06/2011 → 11/2016
    Wells Fargo Advisors Llc
    Columbia, SC
  • 11/2016 → 02/2017
    Wells Fargo Clearing Services, Llc
    Columbia, SC
  • 02/2017 → 07/2021
    Bb&T Securities
    Columbia, SC
  • 02/2021 → 07/2021
    Truist Investment Services, Inc.
    Columbia, SC
  • 02/2021 → 07/2021
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 07/2021 → Present
    Raymond James And Associates, Inc.
    Columbia, SC
Previous Registrations
  • 2021-02-17 → 2021-07-22
    Truist Advisory Services, Inc.
    Columbia, SC
  • 2017-02-08 → 2021-02-17
    Bb&T Securities, Llc
    Columbia, SC
    Richmond, VA
  • 2011-06-20 → 2017-02-15
    Wells Fargo Clearing Services, Llc
    Columbia, SC
    Columbia, SC
    West Columbia, SC
  • 2009-06-01 → 2011-06-27
    Morgan Stanley
    Columbia, SC
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Columbia, SC
  • 2004-11-22 → 2007-04-02
    Morgan Stanley Dw Inc.
    Columbia, SC
    Columbia, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-19
  • S66 Uniform Combined State Law Examination
    2004-11-19
Other Names
  • Jeannie Marie Whitlock
  • Jeannie Marie Skinner
  • Jeannie Marie Gravelle

View on SEC IAPD

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