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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-09 |
| FL | RA | APPROVED | 2019-04-03 |
Branch Locations
Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • United States
Ocala, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | The Villages | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | The Villages | FL | 11/2016 | 04/2019 |
| Raymond James & Associates | The Villages | FL | 04/2019 | Present |
(1) Name of Business: LAKE HOUSE RENTAL Address: 14432 SE 143 TERRACE, WEIRSDALE, FL, 32195, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: OWNER (2) Name of Business: Orange and Blue Aviation Address: 3825 West Anthony Road, Ocala, FL, 34475, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a Cirrus SR22 aircraft that will be leased back to the flight school for charters & rentals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-02 |
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