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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-18 |
| FL | RA | APPROVED | 2024-04-15 |
Branch Locations
1201A N Church St Ste 220, Hazle Township, PA 18202 • United States
Drums, PA • United States
2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Venice | FL | 01/2013 | 07/2018 |
| Wells Fargo Advisors Llc | Venice | FL | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Venice | FL | 11/2016 | 07/2018 |
| Pnc Investments | Sarasota | FL | 07/2018 | 12/2018 |
| Pnc Bank | Sarasota | FL | 07/2018 | 04/2024 |
| Pnc Investments | Sarasota | FL | 07/2020 | 09/2020 |
| Pnc Investments | Sarasota | FL | 09/2020 | 04/2024 |
| Raymond James & Associates | Sarasota | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-26 |
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