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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-27 |
Branch Locations
1421 Pine Ridge Road Suite 300, Naples, FL 34109 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Juneau | AK | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Juneau | AK | 11/2016 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 03/2019 | 07/2026 |
| Bank Of America, N.A. | Naples | FL | 04/2019 | 07/2026 |
| Raymond James & Associates, Inc. | Naples | FL | 07/2026 | Present |
(1) Name of Business: Address: 3163 Poinciana Dr, Naples, FL, 34105, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Volos LLC Address: 4010 Ridge Way, Juneau, AK, 99801, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/31/2019 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: Xo Sam Company LLC Address: 6190 Green Blvd, Naples, FL, 34116, United States Activity Type: Business Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 01/08/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-20 |
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