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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-25 |
| LA | RA | APPROVED | 2017-07-21 |
Branch Locations
7350 Jefferson Hwy Suite 490, Baton Rouge, LA 70806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Baton Rouge | LA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Baton Rouge | LA | 11/2016 | 07/2017 |
| Raymond James & Associates | Baton Rouge | LA | 07/2017 | Present |
(1)Name of Business: 2550 Pass Road-Biloxi LLC Address: 2550 Pass Road, Biloxi, MS, 39531, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/23/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a silent partner. (2)Name of Business: 290 Clear Sky-Clarksville, LLC Address: 290 Clear Sky, Clarksville, TN, 37043, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/29/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: 4550 SW HWY-OAK LAWN, LLC Address: 4550 SW HWY, Oak Lawn, IL, 60453, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/30/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: 5802 Nolensville, LLC Address: 499 Hogan Road, Nashville, TN, 37220, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/30/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: 710 Hwy 45-ALT LLC Address: 710 Hwy 45-ALT, West Point, MS, 39773, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/16/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a silent partner. (6)Name of Business: Intangibles, LLC Address: 7520 Perkins Road, Suite 280, Baton Rouge, LA, 70809, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (7)Name of Business: QDP-Glen Mills, LLC Address: 499 Hogan Road, Nashville, TN, 37220, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/05/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-22 |
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