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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-02-05 |
| FL | RA | APPROVED | 2019-10-03 |
Branch Locations
Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • 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 | Ocala | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ocala | FL | 11/2016 | 10/2019 |
| Raymond James & Associates, Inc | The Villages | FL | 10/2019 | Present |
| Raymond James & Associates, Inc. | Driggs | ID | 11/2021 | Present |
(1)Name of Business: rental property Address: 1597 MT WASHBURN DR, DRIGGS, ID, 83422, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 10/10/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-Trustee and Beneficiary of our personal trust which owns the property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-25 |
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