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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-26 |
| MO | RA | APPROVED | 2021-07-30 |
Branch Locations
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 | Springfield | MO | 01/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Springfield | MO | 11/2016 | 07/2021 |
| Raymond James Financial Services, Inc. | Springfield | MO | 07/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Springfield | MO | 07/2021 | Present |
| Affinity Wealth Partners | Springfield | MO | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-16 |
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