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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED_RES | 2019-05-31 |
| GA | RA | APPROVED | 2019-05-21 |
Branch Locations
2400 Lakeview Parkway Suite 200, Alpharetta, GA 30009 • United States
Eustis, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 05/2019 |
| Raymond James & Associates | Eustis | FL | 05/2019 | Present |
(1) Name of Business: AWR and STR INVESTMENTS LLC Address: 24136 Deep Springs Loop, Eustis, FL, 32736 Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Our CPA set up an LLC for my wife's home office for her job, and her side job since she does not have an actual office location, and for business expenses for us. In the LLC he puts our car, home office expense, meal/travel expense, and the small amount of 1099 income that she generates a year. I have no responsibilities associated with this LLC, and has it out of our home in FL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-24 |
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