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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-15 |
| GA | RA | APPROVED | 2025-08-14 |
Branch Locations
1100 Ridgeway Loop Road, Memphis, TN 38120 • United States
Stapleton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Monroe | GA | 09/2013 | 07/2021 |
| Wells Fargo Bank Na | Monroe | GA | 05/2012 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Monroe | GA | 11/2016 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Augusta | GA | 06/2022 | 07/2023 |
| Wells Fargo Home Morgage | Augusta | GA | 07/2021 | 05/2022 |
| Lpl Financial Llc | Augusta | GA | 09/2023 | 07/2025 |
| Queensborough National Bank | Augusta | GA | 09/2023 | 07/2025 |
| Raymond James & Associates, Inc. | Stapleton | GA | 07/2025 | 08/2025 |
| Raymond James & Associates, Inc. | Stapleton | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-04 |
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