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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-04-26 |
Branch Locations
800 E Canal St Suite 700, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Olympia | WA | 09/2003 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Lacey | WA | 01/2011 | 07/2021 |
| Raymond James Financial Services, Inc. | Richmond | VA | 04/2023 | Present |
| Raymond James Financial Services Advisors Inc. | Richmond | VA | 04/2023 | Present |
| Townebank | Richmond | VA | 08/2021 | Present |
(1)Name of Business: Salem Baptist Church Address: 465 Broad Street Road, Manakin Sabot, VA, 23103, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member, Deacon Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Deacon at the church. Joined the finance committee in January 2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-21 |
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