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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-11 |
Branch Locations
1777 Main St Fl 7, Sarasota, FL 32426 • 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 | Lakewood Ranch | FL | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lakewood Ranci | FL | 11/2016 | 04/2019 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2019 | Present |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
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