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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| IL | RA | APPROVED | 2025-06-02 |
Branch Locations
2532 Farragut Dr Ste #1, Springfield, IL 62704 • United States
Miromar Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Springfield | IL | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Springfield | IL | 11/2016 | 06/2025 |
| Raymond James & Associates, Inc. | Springfield | IL | 06/2025 | Present |
(1)Name of Business: Edison's Entertainment Complex Address: 2477 S. State Route 157, Edwardsville, IL, 62025, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/15/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive 7.5% partner in Edison's Entertainment Complex, a family entertainment complex. We have semi-annual partner meetings. (2)Name of Business: Williamsville-Sherman school district Address: 451 S. Pine Street, Williamsville, IL, 62693, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-04 |
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