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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-21 |
| NY | RA | APPROVED | 2023-04-20 |
Branch Locations
200 Central Avenue 24Th Floor, St. Petersburg, FL 33701 • 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 | Albany | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Albany | NY | 11/2016 | 04/2023 |
| Raymond James & Associates | St. Petersburg | FL | 04/2023 | Present |
(1)Name of Business: St Raphael Catholic School Home and School Assoc Address: 2365 Woodlawn Circle East, St. Petersburg, FL, 33704, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 08/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Organizing and preparing financial Statements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-07 |
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