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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-19 |
| TX | RA | APPROVED | 2018-11-16 |
Branch Locations
333 W San Carlos St. Suite 1650, San Jose, CA 95110 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Jose | CA | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 11/2018 |
| Raymond James & Associates, Inc. | San Jose | CA | 11/2018 | Present |
| Raymond James & Associates, Inc. | Austin | TX | 08/2022 | Present |
(1)Name of Business: In Vino Veritas Consulting Address: 6672 Crystal Springs Dr, San Jose, CA, 95120, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a wine consulting LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-01 |
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