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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-03 |
| TX | RA | APPROVED | 2019-09-03 |
Branch Locations
2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • 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 | Sarasota | FL | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | 08/2019 |
| Raymond James & Associates, Inc. | Sarasota | FL | 08/2019 | Present |
MAHI TOWERS, LLC, NOT INV RELATED, SARASOTA FL, 30% OWNER, START: 8/24/2011, REAL ESTATE/BUYING FOR RESALE 4-6 CONDO UNITS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-17 |
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