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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
No disclosure categories reported as “Yes” on this SEC record.
| 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: Old Dirt Road Properties LLC Address: 2042 CR 243b, Wildwood, FL, 34785, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. This is my wifes business entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-20 |
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