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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-29 |
| MI | RA | APPROVED | 2025-09-22 |
Branch Locations
13818 S West Bay Shore Drive, Traverse City, MI 49684 • 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 | Traverse City | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Traverse City | MI | 11/2016 | 09/2025 |
| Raymond James & Associates, Inc. | Traverse City | MI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-17 |
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