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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-06 |
| TX | RA | APPROVED | 2017-08-30 |
| LA | RA | APPROVED | 2017-08-02 |
Branch Locations
909 Poydras Street; Suite 1300 First Bank & Trust Tower, New Orleans, LA 70112 • 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 Advisors Llc | New Orleans | LA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New Orleans | LA | 11/2016 | 07/2017 |
| Raymond James & Associates, Inc. | New Orleans | LA | 07/2017 | Present |
(1)Name of Business: Address: 2618 Cove Cay, Clearwater, FL, 33760, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as the President of the Condo Village (I live at) Helping them oversee their finances. The entire Village was decimated by the Hurricane and they need a financial plan on how to rebuild as insurance is not covering the damage to the structure.\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-26 |
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