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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-01 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
1 disclosure category 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 Bank Na | Chesterfield | VA | 10/2013 | 10/2022 |
| Wells Fargo Advisors, Llc. | Chesterfield | VA | 02/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chesterfield | VA | 11/2016 | 10/2022 |
| Capitol Securities Management, Inc. | Glen Allen | VA | 11/2022 | 04/2024 |
| Raymond James & Associates, Inc. | Richmond | VA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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