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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| FL | RA | APPROVED | 2024-05-17 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 05/2024 |
| Raymond James & Associates | Saint Petersburg | FL | 05/2024 | Present |
(1)Name of Business: Evelyn J. Fatol Address: 880 Carillon Parkway, Saint Petersburg, FL, 33716, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 07/08/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Acting as the trustee for my son, John Lelekis', trust account which was granted him from my deceased aunt, Evelyn Fatolitis. (2)Name of Business: Evelyn J. Fatol Address: 880 Carillon Parkway, Saint Petersburg, FL, 33716, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 07/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Acting as the trustee for my daughter, Maria Lelekis', trust account which was granted her from my deceased aunt, Evelyn Fatolitis. (3)Name of Business: Evelyn J. Fatol; Fatolitis Tr OB Address: 880 Carillon Parkway, Saint Petersburg, FL, 33716, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 07/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To manage this trust for the benefit of my father's income while also growing the principal for the benefit of the remainder person which happens to be me. This account was setup by my now deceased aunt to provide all the income to my father and any HEMS throughout his life and then go to me once he passed. It was originally setup with my father and other aunt but she traded out her interest in this trust for his half ownership of waterfront real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-15 |
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