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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-04 |
| FL | RA | APPROVED | 2021-05-04 |
Branch Locations
238 S Washington Blvd, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Brandenton | FL | 05/2009 | 04/2021 |
| Raymond James Financial Services Advisors, Inc. | Lakewood Ranch | FL | 10/2009 | 04/2021 |
| Smarter Advisors, Inc. | Lakewood Ranch | FL | 01/2018 | 04/2021 |
| Wells Fargo Advisors Financial Network, Llc | Sarasota | FL | 05/2021 | Present |
FROM OUR BARN LLC, INV RELATED, DUETTE, FL, 100% OWNERSHIP WITH SPOUSE, 16 HRS PER MONTH, 0 HRS DURING TRADING, START: 2/9/24, FREEZE DRIED FOOD AND KETTLE CORN;| CAPSTAN GROWTH PARTNER LLC; INV RELATED; SARASOTA, FL; MERCHANT CASH AND STOCK AGREEMENT; 1% OWNERSHIP; START DATE 03/28/2025; 20 HOURS PER MONTH; 20 HOUR DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-12 |
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