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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
3280 Peachtree Rd Ne Ste 300, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 02/2013 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 03/2024 | Present |
RENTAL PROPERTY; INV RELATED; HILTON HEAD, SC; 25% OWNERSHIP; START 04/15/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; PARTIAL OWNER. OGLETHORPE UNIVERSITY; NOT INV RELATED; TEACHER; START 06/03/2024; 10 HOURS PER MONTH; 0 HOURS DURING TREADING; TO TEACH PLANNING FOR RETIREMENT CLASSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-11 |
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