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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-24 |
Branch Locations
Harrisburg, NC • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mooresville | NC | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mooresville | NC | 11/2016 | 02/2020 |
| Janney Montgomery Scott Llc | Charlotte | NC | 02/2020 | 07/2022 |
| Janney Montgomery Scott Llc | Charlotte | NC | 07/2022 | 10/2023 |
| Janney Montgomery Scott Llc | Charlotte | NC | 10/2023 | 04/2025 |
| Raymond James Financial Services Inc. | Charlotte | NC | 07/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Charlotte | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
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