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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-22 |
| GA | RA | APPROVED | 2020-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Columbus | GA | 10/2010 | 12/2020 |
| Raymond James Financial Services, Inc. | Columbus | GA | 12/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Columbus | GA | 12/2020 | Present |
| Calvary Christian School | Columbus | GA | 08/2015 | 08/2025 |
(1)Name of Business: DFWG LLC Address: 111 12th St, Suite 100, Columbus, GA, 31901, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/08/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Managing Partner (2)Name of Business: SDFS INC Address: 111 12th St, Suite 100, Columbus, GA, 31901, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/08/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: President and Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-13 |
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