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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-20 |
| MO | RA | APPROVED | 2021-01-25 |
| TX | RA | APPROVED_RES | 2018-08-17 |
Branch Locations
Florissant, MO • United States
9900 Clayton Road, St Louis, MO 63124 • United States
Key West, FL • 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 | Frontenac | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Frontenac | MO | 11/2016 | 05/2018 |
| Raymond James & Associates, Inc. | St.LOuis | MO | 05/2018 | Present |
(1)Name of Business: 32 Magnolia Dr LLC Address: 6 Portage Road, Florissant, MO, 63034, United States Activity Type: Personal/Private Investment Position/Title: Partner Investment Related: No Start Date: 05/11/2018 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'm the 100% partner in the LLC. (2)Name of Business: 530 William Street LLC Address: 6 Portage Road, Florissant, MO, 63034, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversight, I am compensated with the rent collected but am passive in the sense that I let the Management Company do there job to rent the property/s. (3)Name of Business: Key West Real Estate Holdings LLC Address: 6 Portage Road, Florissant, MO, 63034, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property management (4)Name of Business: Little's Island LLC Address: 6 Portage Road, Florissant, MO, 63034, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Keep hunters off the island, post No Tresspassing, manage liability thru insurance and manage the deer population on the island. (5)Name of Business: Pink House Key West Address: 6 Portage Road, Florissant, MO, 63034, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversight of property (6)Name of Business: Portage Road Association Address: 6 Portage Road, Florissant, MO, 63034, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 05/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Portage Road Association is responsible for the maintenance of the green space and the private roads for all property owners in Portage Road. I act as the administrator. (7)Name of Business: Rental Property - 10668 Varese Lane Address: 6 Portage Road, Florissant, MO, 63034, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/11/2018 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'm the sole property owner of the rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-01 |
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