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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-15 |
| VA | RA | APPROVED | 2018-10-05 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 03/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 10/2018 |
| Raymond James & Associates, Inc. | Richmond | VA | 10/2018 | Present |
(1) Name of Business: Address: 5115 Evelyn Byrd Rd, Richmond, VA, 23225, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own these properties and have a property manager to handle the business affairs, but I do have to sign leases and reconcile rental income. (2) Name of Business: Shake Rag LLC Address: 5115 Evelyn Byrd Rd, Richmond, VA, 23225, United States Activity Type: Rental Real Estate Position/Title: Officer - President, Owner/Proprietor Investment Related: Yes Start Date: 10/04/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner / manager of rental real estate. Shake Rag LLC owns a duplex.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 1990-11-20 |
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