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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-15 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Herndon | VA | 04/2015 | 11/2016 |
| Wells Fargo Bank Na | Herndon | VA | 07/2012 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Herndon | VA | 11/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 01/2017 | 07/2022 |
| Raymond James & Associates, Inc. | Wake Forest | NC | 07/2022 | 12/2025 |
| Raymond James Financial Services, Inc. | Raleigh | NC | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Raleigh | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-17 |
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