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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-06-15 |
Branch Locations
8015 West Kenton Circle Suite 105, Huntersville, NC 28078 • 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 | Davidson | NC | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Davidson | NC | 11/2016 | 06/2021 |
| Raymond James And Associates, Inc. | Huntersville | NC | 06/2021 | Present |
| Doordash | Mooresville | NC | 05/2023 | Present |
(1) Name of Business: DoorDash Address: 137 Kallie Loop, Mooresville, NC, 28117, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Delivery Driver
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-25 |
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