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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-24 |
Branch Locations
2003 S. Easton Road Suite 100, Doylestown, PA 18901 • United States
Doylestown, PA • 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 | Doylestown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 11/2016 | 09/2020 |
| Raymond James & Associates, Inc | Doylestown | PA | 09/2020 | Present |
| Hope For Separated Husbands | Doylestown | PA | 05/2023 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-18 |
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