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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-18 |
| GA | RA | APPROVED | 2022-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Macon | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Macon | GA | 11/2016 | 04/2017 |
| Morgan Stanley | Macon | GA | 04/2017 | 02/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | 02/2022 |
| Raymond James & Associates Inc. | Macon | GA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-28 |
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